Financial Adviser · CALOUNDRA, QLD

Rebecca Leanne Hurford

22 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 001004926

Rebecca Leanne Hurford is a financial adviser based in Caloundra, Queensland, with 22 years of experience in the financial services industry. Rebecca is currently authorised under Infocus Securities Australia Pty Ltd. Rebecca 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 Graduate Diploma of Financial Planning from Kaplan Professional. Rebecca 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

Restrictions: Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2004

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2004

Diploma of Financial Services (Financial Planning)

Tribeca

2011

Margin Lending and Geared Investments

Kaplan Professional

2012

Self Managed Super Funds

Kaplan Professional

2021

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd

Jun 2022 - Present Current

Securities excludes direct equities advice

Australia And New Zealand Banking Group Limited

Mar 2010 - Jun 2022 Ceased

Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register