Financial Adviser
· MELBOURNE, VIC
Rebecca Poynton
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001265663
Rebecca Poynton is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Rebecca is currently authorised under Fmd Advisory Services 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 Certified Financial Planner from Financial Planning Association. 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
1996
Bachelor of Commerce
University of Melbourne
2004
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
Certified Financial Planner
Financial Planning Association
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
NICA GROUP PTY. LTD.
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register