Financial Adviser · BELLA VISTA, NSW

Rebecca Lloyd

14 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000430013

Rebecca Lloyd is a financial adviser based in Bella Vista, New South Wales, with 14 years of experience in the financial services industry. Rebecca is currently authorised under Infocus Securities Australia Pty Ltd. Rebecca holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance (Financial Planning) from Kaplan Professional. Rebecca is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and 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)

Kaplan Professional

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2023

TFAv1 Tax for Financial Advising

Kaplan Professional

2024

Introduction to Self Managed Superannuation Funds

Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd

Sep 2025 - Present Current

Securities excludes direct equities advice

Ri Advice Group Pty Ltd

Sep 2024 - Sep 2025 Ceased

Securities: advice is limited to approved model portfolios only.

Aia Financial Services Pty Limited

Dec 2021 - Aug 2024 Ceased

Not authorised to provide advice in SMSF's.

Commonwealth Financial Planning Limited

Mar 2016 - Nov 2021 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

AON HEWITT FINANCIAL ADVICE LIMITED

Oct 2012 - Dec 2015 Ceased

Source: ASIC Financial Advisers Register