Financial Adviser
· WEST PERTH, WA
Rachelle Anne Beech
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264909
Rachelle Anne Beech is a financial adviser based in West Perth, Western Australia, with 8 years of experience in the financial services industry. Rachelle is currently authorised under Sfs Licence Pty Ltd. Rachelle 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 of Australia. Rachelle 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
2002
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2007
Certified Financial Planner
Financial Planning Association of Australia