Rebecca Viola Firns – Financial Adviser

Adviser identifying number: 306150
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: PRESTIGE WEALTH ADVISERS PTY LTD
Licence number: 480007
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRESTIGE WEALTH ADVISERS PTY LTD
Authorised Representative identifying number: 480007
Authorised Representative’s ABN:

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:

• Advanced Diploma of Financial Services (Financial Planning) – Financial Planning Association
• Advanced Diploma of Financial Services (Financial Planning) – Financial Planning Association
• Diploma of Financial Planning – DFP 1 – 7 – Financial Planning Association
• Diploma of Financial Planning – DFP 1 – 7 – Financial Planning Association
• Margin Lending & Geared Investments – Kaplan Professional
• Margin Lending & Geared Investments – Kaplan Professional
• Self Managed Superannuation Funds – Kaplan Professional
• Self Managed Superannuation Funds – Kaplan Professional
• Superannuation and Retirement Planning – Tribeca (Kaplan Professional)
• Superannuation and Retirement Planning – Tribeca (Kaplan Professional)

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association (FPA) – Certified Financial Planner
• Financial Planning Association (FPA) – Certified Financial Planner
• SMSF Association – SMSF Specialist Advisor (SSA)
• SMSF Association – SMSF Specialist Advisor (SSA)

Rebecca Viola Firns is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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