Financial Adviser
· BRISBANE CITY, QLD
Rebecca Joan Stacey
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259524
Rebecca Joan Stacey is a financial adviser based in Brisbane City, Queensland, with 22 years of experience in the financial services industry. Rebecca is currently authorised under Perpetual Trustee Company Limited. Rebecca holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Queensland. Rebecca is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce
University of Queensland
2004
Securitor Self Managed Superannuation Strategy Training Programs
Other - efinancial essentials
2011
Securities and Derivatives
RMIT University
2016
CPA Program Professional Level
CPA Australia
2021
Margin Lending and Geared Investments
Kaplan Professional
2024
Ethics and Professionalism in Finanical Advice
Ethics - Kaplan Professional
Registration History
WATERMARK AFSL PTY LTD
Authorised to provide personal financial product advice to retail clients on:- Managed Investment Schemes - MDA Services
Source: ASIC Financial Advisers Register