Financial Adviser
· BERRI, SA · Claimed profile
Rashele Debnar
No disciplinary history on record with ASIC
BERRI,
SA
5
Years experience
Tax advice
authorised
authorised
Free initial
consultation
consultation
ASIC Registered · ADV 001282307
About Rashele Debnar
Rashele Debnar is a financial adviser based in Berri, South Australia, with 5 years of experience in the financial services industry since 2021. Rashele is currently authorised under Paragem. Rashele holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rashele's qualifications include a 5 Unit CFP Certification Program from Financial Advice Association Australia (FAAA). Rashele is a member of Financial Advice Association of Australia (FAAA).
Specialisations
Retirement planning
Superannuation
SMSF
Insurance
Investment advice
Estate planning
Tax strategies
Aged care
Business succession
Debt management
Centrelink / Government benefits
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
2019
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology (RMIT)
2021
Accredited Aged Care Professional
Aged Care Steps
2021
FPE016 Self-Managed Superannuation Funds
Kaplan Higher Education
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
2023
5 Unit CFP Certification Program
Financial Advice Association Australia (FAAA)
2024
Master of Financial Planning
Kaplan Higher Education