RACHELLE LYNN

Financial Adviser ยท Ormiston, QLD

Registered

Registration Number

001283868

Registration Status

Registered

Location

Ormiston, QLD 4159

Providing Advice Since

2021

Registration Date

08/10/2020

Financial Services Licensee

AFFINIA FINANCIAL ADVISERS PTY LTD

Licence #000237857

๐Ÿ“š Qualifications & Training

2017 - Introduction to Business Law - Other - Griffith University
2018 - Revenue law: Theory and policy in action - Other - Griffith University
2019 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - Kaplan Professional
2023 - SMSF Foundations Course - Other - Smarter SMSF

โ„น๏ธ 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.