Financial Adviser
· SOUTH BRISBANE, QLD
Rachel Barlow
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007321
Rachel Barlow is a financial adviser based in South Brisbane, Queensland, with 32 years of experience in the financial services industry. Rachel is currently authorised under Mgd Wealth 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 Business from University of Southern Queensland. Rachel is a member of CFP - Certified Financial Planner (FPA) and 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
1991
Bachelor of Business
University of Southern Queensland
1995
Graduate Diploma of Applied Finance and Investment
SIA
2011
Margin Lending and Geared Investments Accreditation
Kaplan Higher Education Pty Limited
2015
Specialist SMSF Course
Cavendish
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
TYNAN MACKENZIE PTY LTD
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register