RACHEL LEE DONOVAN

Financial Adviser · Tamworth, NSW

Registered

Registration Number

000468882

Registration Status

Registered

Location

Tamworth, NSW 2340

Providing Advice Since

2014

Registration Date

25/03/2020

Financial Services Licensee

DAVID J. NEWBERRY PTY LIMITED

Licence #000520230

📚 Qualifications & Training

2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology (IIT)
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.