Financial Adviser
· WEST PERTH, WA
Rebecca Viola Newton
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000306150
Rebecca Viola Newton is a financial adviser based in West Perth, Western Australia, with 20 years of experience in the financial services industry. Rebecca is currently authorised under Core Financial 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) and SMSF Association - SMSF Specialist Advisor (SSA).
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
2002
Diploma of Financial Planning
7 - - Financial Planning Association
2007
Advanced Diploma of Financial Services (Financial Planning)
Financial Planning Association
2010
Certified Financial Planner
Financial Planning Association
2011
Margin Lending & Geared Investments
Kaplan Professional
2013
SMSF Specialist Advisor
SMSF Association