REBECCA PRITCHARD
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2010 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Melbourne
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2015 - Margin Lending - Other - Kaplan Higher Education Pty Limited
2019 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA)
2020 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2023 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
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.