Financial Adviser · TAMWORTH, NSW

Rebecca O'neill

TAMWORTH, NSW
2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001306100

About Rebecca O'neill

Rebecca O'neill is a financial adviser based in Tamworth, New South Wales, with 2 years of experience in the financial services industry since 2024. Rebecca is currently authorised under Australian Financial Advisory Solutions. Rebecca holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rebecca holds a Graduate Diploma of Financial Planning from Kaplan Professional. 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 Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2023
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Apr 2024 - Feb 2026 Ceased
Oct 2023 - Dec 2023 Ceased
Superannuation: Excludes Self Managed Superfund Advice.

Source: ASIC Financial Advisers Register