Financial Adviser
· WOODFORD, QLD
Rebecca Guy
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252102
Rebecca Guy is a financial adviser based in Woodford, Queensland, with 16 years of experience in the financial services industry. Rebecca is currently authorised under Fintegrity Wealth Advisers 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 Bachelor of Business (Financial Planning) from RMIT. 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
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business (Financial Planning)
RMIT
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
Self Mananged Superannuation Funds
Kaplan Professional
2017
DFP5v3 Tax for Financial Advising
Kaplan Professional
2017
Financial Planner AFP
Financial Planning Association of Australia
2018
TASACLv1 Commercial Law
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Accredited Aged Care Professional
Aged Care Steps
Registration History
You are authorised to perform the following tasks:Deposit and payment products limited to:oBasic Deposit Products;oDeposit Products other than basic Deposit ProductsLife Products including;a)Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and b)Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;Interest in Managed Investment Schemes including investor directed portfolio services;Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997);Superannuation and retirement products
MERITUM FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register