REBECCA POYNTON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2020 - Certified Financial Planner - Professional Designations - Financial Planning Association
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 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.