Financial Adviser · MIRANDA, NSW

Loretta Dawn Rabbitt

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000231029

Loretta Dawn Rabbitt is a financial adviser based in Miranda, New South Wales, with 22 years of experience in the financial services industry. Loretta is currently authorised under S & R Financial Services Pty Limited. Loretta holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Master of Business Administration from Southern Cross University. Loretta is a member of Chartered Accountants Australia and New Zealand (CA ANZ), FINSIA - Financial Services Institute of Australasia and Institute of Public Accountants (IPA).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1992
Associate Diploma in Business
Southern Sydney Institute of TAFE
1998
Master of Business Administration
Southern Cross University
2005
Graduate Diploma Financial Planning
Securities Institute of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Aug 2021 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Jul 2005 - Aug 2021 Ceased

Source: ASIC Financial Advisers Register