Financial Adviser
· MILTON, QLD
Rebecca Whitehead
No disciplinary history on record with ASIC
MILTON,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271248
About Rebecca Whitehead
Rebecca Whitehead is a financial adviser based in Milton, Queensland, with 8 years of experience in the financial services industry since 2018. Rebecca is currently authorised under My Fortress, operating through Mfm Wealth Creation. 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 Bachelor of Business in Tourism from Southern Cross University.
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
1998
Bachelor of Business in Tourism
Southern Cross University
2020
Economics and Legal Context for Financial Planning
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2020
Tax and Commercial Law for Financial Planning
Kaplan Professional