Rayelene Kerri Finney – Financial Adviser

Adviser identifying number: 414020
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: THE SMSF EXPERT PTY LTD
Licence number: 445113
Licensee’s ABN: 17155686356
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: YOU COUNT SMSF EXPERT PTY LTD
Authorised Representative identifying number: 1251977
Authorised Representative’s ABN: 48617371025

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advice in Superannuation & Managed Investments Skill Set – AAMC Training Group
• Coomerce Accounting Certificate – TAFE
• Generic Knowledge in Financial Services – AAMC Training Group

Relevant memberships of professional bodies or industry associations: Institute of Public Accountants (IPA)

Rayelene Kerri Finney is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Superannuation