Data sourced from ASIC Financial Advisers Register
Financial Adviser · HAMILTON, NSW

Rebecca Jane Mossman

21 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000292303

Rebecca Jane Mossman is a financial adviser based in Hamilton, New South Wales, with 21 years of experience in the financial services industry. Rebecca is currently authorised under Akumin Financial Planning Pty Limited. 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 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

Akumin Financial Planning Pty Limited
Aug 2005 - Present Current
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