Financial Adviser · KALAMUNDA, WA

Rebecca Howarth

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000244928

Rebecca Howarth is a financial adviser based in Kalamunda, Western Australia, with 23 years of experience in the financial services industry. Rebecca is currently authorised under Hills Financial 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 Graduate Diploma of Financial Planning from Kaplan Professional. Rebecca is a member of Finance Brokers Association of Australia (FBAA) 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

2004
Diploma of Financial Planning
Financial Planning Association of Australia
2010
Margin Lending & Geared Investments
Kaplan Professional
2014
Certificate IV in Finance & Mortgage Broking
Kaplan Professional
2015
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Feb 2022 - Present Current
NEO FINANCIAL SOLUTIONS PTY LTD
Apr 2013 - Feb 2022 Ceased
Jan 2007 - Apr 2013 Ceased
GWM ADVISER SERVICES PTY LTD
May 2006 - Dec 2006 Ceased
Oct 2005 - May 2006 Ceased
Dec 2003 - Jan 2005 Ceased

Source: ASIC Financial Advisers Register