Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Rebecca Pritchard

11 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000471843

Rebecca Pritchard is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Rebecca is currently authorised under Akumin Financial Planning Pty Limited. 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 Commerce (Finance) from University of Melbourne.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Commerce (Finance)
University of Melbourne
2014
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Margin Lending
Kaplan Higher Education Pty Limited
2019
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers (AFA)
2020
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2023
MAI769 Ethics for Financial Services
Ethics - Deakin University

Registration History

Akumin Financial Planning Pty Limited
Jun 2020 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
We Are Gen Y Pty Ltd
Feb 2015 - Jan 2020 Ceased

Source: ASIC Financial Advisers Register