Financial Adviser
· FORTITUDE VALLEY, QLD
Rachel Anne Botha
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240733
Rachel Anne Botha is a financial adviser based in Fortitude Valley, Queensland, with 10 years of experience in the financial services industry. Rachel is currently authorised under Australia National Investment Group Pty Ltd. 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 Bachelor of Laws from Queensland University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Laws
Queensland University of Technology
2016
Diploma of Financial Planning
Monach Institute
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited
2025
FPC004 Insurance Advice
Kaplan Higher Education Pty Limited
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
A.C.N. 140 520 225 PTY LTD
Advice on superannuation excludes self managed superannuation funds.
Source: ASIC Financial Advisers Register