Financial Adviser
· SYDNEY, NSW
Rita Lamack
No disciplinary history on record with ASIC
SYDNEY,
NSW
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001831
Rita Lamack is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry since 2008. Rita is currently authorised under H.e.s.t. Australia. Rita holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Rita's qualifications include a Bachelor of Arts from The University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Restrictions: Limited to HESTA financial products and services
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Arts
The University of Newcastle
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Mentor Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Limited to HESTA financial products and services
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Financial product advice in the following Financial Product classes: Superannuation limited to Qantas Superannuation Limited issued products; and Deal in the following Financial Product classes where the dealing services are provided in connection with a Statement of Advice prepared by the adviser acting under the Guideway Financial Services AFSL.
ENERGY INDUSTRIES SUPERANNUATION SCHEME PTY LIMITED
Source: ASIC Financial Advisers Register