Financial Adviser
· PERTH, WA
Elizabeth Anne Rae
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000472166
Elizabeth Anne Rae is a financial adviser based in Perth, Western Australia, with 11 years of experience in the financial services industry. Elizabeth is currently authorised under Japhener Pty Ltd. Elizabeth 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 from The University of Western Australia.
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
2012
Bachelor of Commerce
The University of Western Australia
2012
Bachelor of Science
The University of Western Australia
2013
Diploma in Financial Planning
Kaplan
2015
Tax (Financial) Adviser
Tax Practitioners Board
2017
Advanced Diploma in Financial Planning
Kaplan
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan