Financial Adviser
· ADELAIDE, SA
Rebecca Elizabeth Jayne
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000449414
Rebecca Elizabeth Jayne is a financial adviser based in Adelaide, South Australia, with 13 years of experience in the financial services industry since 2013. Rebecca is currently authorised under Perks Private Wealth. Rebecca holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rebecca's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Rebecca is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2015
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
Aged Care Steps Pty Ltd Advice Accreditation Program
Aged Care Steps (ACS) Pty Ltd
2021
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register