REBECCA GUY
Financial Adviser · Woodford, QLD
📚 Qualifications & Training
2009 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - Self Mananged Superannuation Funds - Other - Kaplan Professional
2017 - DFP5v3 Tax for Financial Advising - Other - Kaplan Professional
2017 - Financial Planner AFP - Professional Designations - Financial Planning Association of Australia
2018 - TASACLv1 Commercial Law - Other - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
🏢 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.