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