REBECCA JANE MOSSMAN
Financial Adviser · Hamilton, NSW
📚 Qualifications & Training
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited
2007 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Tribeca
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2013 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2019 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2022 - FPE016 Self Managed Super Funds - Other - Kaplan Higher Education Pty Limited
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.