REBECCA LLOYD
Financial Adviser · Sydney Olympic Park, NSW
📚 Qualifications & Training
2003 - Bachelor of Commerce - - University of Western Sydney
2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2013 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Kaplan Professional
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - TFAv1 Tax for Financial Advising - Other - Kaplan Professional
2024 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
🏢 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.