Financial Adviser · BROADMEADOW, NSW

Rebecca Jane Mossman

BROADMEADOW, NSW

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000292303

Licensee

Lfc Group

Sydney, NSW (licence address on ASIC register)

View licensee

About Rebecca Jane Mossman

Rebecca Jane Mossman is a financial adviser based in Broadmeadow, New South Wales, with 21 years of experience in the financial services industry since 2005. Rebecca is currently authorised under Lfc Group. Rebecca holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rebecca's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

AMP Limited

2007

Certificate IV Financial Services (Finance/Mortgage Broking)

Tribeca

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2013

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2019

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2020

MAA769 Ethics for Financial Services

Ethics - Deakin University

2022

FPE016 Self Managed Super Funds

Kaplan Higher Education Pty Limited

Registration History

Lfc Group Pty Limited

Aug 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Aug 2005 - Aug 2026 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register