Financial Adviser · MELBOURNE, VIC

Rebecca Jean Rossi

MELBOURNE, VIC

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001244998

Currently at

William Buck Wealth Advisors (VIC)

Melbourne, VIC (firm address)

View firm profile

Rebecca Jean Rossi is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry since 2016. Rebecca is currently authorised under William Buck Wealth Advisors (VIC). Rebecca holds authorisations to advise on superannuation, managed investments and deposit products, as well as tax financial advice services (TFAS). Rebecca's qualifications include a Bachelor of Commerce from La Trobe University. Rebecca is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Commerce

La Trobe University

2005

Chartered Accountant

ICAA

2012

SMSF Specialist Course

SMSF Association

2016

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2025

FPC002B

Bridging Course - Ethics - Kaplan Higher Education

Registration History

William Buck Wealth Advisors (VIC) Pty Ltd

Jun 2016 - Present Current

Source: ASIC Financial Advisers Register