Financial Adviser
· CARINGBAH, NSW
Rebecca Carr
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000296515
Rebecca Carr is a financial adviser based in Caringbah, New South Wales, with 21 years of experience in the financial services industry. Rebecca is currently authorised under Touchpoint Financial 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 Bachelor of Commerce (Accounting & Finance) from University of Wollongong. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce (Accounting & Finance)
University of Wollongong
2004
Diploma of Financial Advising
Securities Institute
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register