Rebecca Joan Stacey – Financial Adviser

Adviser identifying number: 259524
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: WATERMARK AFSL PTY LTD
Licence number: 355042
Licensee’s ABN: 49143473287
Licence controlled by: MW LOMAX PTY LTD ~ W FOUR HOLDING PTY LTD

The date the Financial Adviser commenced the appointment: 19/11/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WESTWOOD GROUP PTY LTD
Authorised Representative identifying number: 305184
Authorised Representative’s ABN: 28009764452

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: Bachelor of Commerce – University of Queensland

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Rebecca Joan Stacey is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services