Financial Adviser
· BROOKWATER, QLD
Rachel Elizabeth Buhagiar
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000425970
Rachel Elizabeth Buhagiar is a financial adviser based in Brookwater, Queensland, with 25 years of experience in the financial services industry. Rachel is currently authorised under Count Financial Limited. Rachel 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) from Financial Planning Association of Australia (FPA). Rachel 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
2003
Diploma of Financial Planning (1-8)
Financial Planning Association of Australia (FPA)
2008
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2009
Life Risk Specialist Accreditation
Financial Planning Association of Australia (FPA)
2012
Margin Lending
MLC
2016
Super Concepts & ICFS Specialist SMSF Course
The University of Adelaide
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register