Financial Adviser · SYDNEY, NSW

Rachael Mary Lopez

25 Years experience

Tax advice
authorised

Currently at

William Buck Wealth Advisors (NSW) Pty Ltd

Sydney, NSW

View firm profile

ASIC Registered · ADV 001004464

Rachael Mary Lopez is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry. Rachael is currently authorised under William Buck Wealth Advisors (NSW) Pty Ltd. Rachael 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 Certified Financial Planner (CFP) Education Program from Financial Planning Association of Australia (FPA). Rachael 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

2000

Bachelor of Commerce (with Distinction)

University of Western Sydney

2002

Diploma of Financial Planning

Deakin University

2004

Certified Financial Planner (CFP) Education Program

Financial Planning Association of Australia (FPA)

2010

DPML Margin Lending

Pinnacle Financial Services Academy

2013

Professional Diploma in Stockbroking

Stockbrokers Association of Australia

Registration History

William Buck Wealth Advisors (NSW) Pty Ltd

Nov 2024 - Present Current

Shadforth Financial Group Limited

Dec 2010 - Jul 2024 Ceased

Source: ASIC Financial Advisers Register