REBECCA HOWARTH

Financial Adviser ยท Kalamunda, WA

Registered

Registration Number

000244928

Registration Status

Registered

Location

Kalamunda, WA 6076

Providing Advice Since

2003

Registration Date

19/04/2013

Financial Services Licensee

NEO FINANCIAL SOLUTIONS PTY LTD

Licence #000385845

๐Ÿ“š Qualifications & Training

2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2010 - Margin Lending & Geared Investments - Other - Kaplan Professional
2014 - Certificate IV in Finance & Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2015 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

๐Ÿข Professional Memberships

Finance Brokers Association of Australia (FBAA)
Financial Advice Association of Australia (FAAA)

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.