Financial Adviser · SYDNEY, NSW

Rachael Arnold

SYDNEY, NSW

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001235225

Currently at

Profile Financial Services

Parramatta, NSW (firm address)

View firm profile

About Rachael Arnold

Rachael Arnold is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Rachael is currently authorised under Profile Financial Services. Rachael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rachael's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Rachael 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 Deposit Products Government Bonds Margin Lending

Restrictions: Derivatives - limited to old law securities options contracts and warrants

Authorised to provide tax financial advice services

Qualifications and Training

2009

Business Law and Ethics

University of Technology Sydney

2012

Bachelor of Business

University of Technology Sydney

2014

Diploma of Financial Planning

Kaplan Professional Education

2016

Advanced Diploma of Financial Planning

Kaplan Professional

2019

Certified Financial Planner

Financial Planning Association of Australia

2019

Tier 1 Margin Lending

Professional Designations - Kaplan Professional

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Profile Financial Services Pty Ltd

Aug 2015 - Present Current

Derivatives - limited to old law securities options contracts and warrants

Source: ASIC Financial Advisers Register