Financial Adviser · MARYBOROUGH, QLD

Rebecca Kilpatrick

Tax advice
authorised
ASIC Registered · ADV 001299856

Rebecca Kilpatrick is a financial adviser based in Maryborough, Queensland. 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 Master of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Securities excluding Direct Equities Superannuation excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2001
25142 Introductory & Contract Law
Central Queensland University
2017
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Professional
2019
Master of Financial Planning
Kaplan Professional
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2026
Commercial Law
Kaplan Professional

Registration History

Nov 2022 - Present Current
Securities excluding Direct Equities Superannuation excludes SMSF

Source: ASIC Financial Advisers Register