REBECCA JEAN ROSSI
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University
2005 - Chartered Accountant - Professional Designations - ICAA
2012 - SMSF Specialist Course - Professional Designations - SMSF Association
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.