Financial Adviser
· WYNNUM, QLD
Rachael Li-chuin Ooi
No disciplinary history on record with ASIC
WYNNUM,
QLD
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258000
About Rachael Li-chuin Ooi
Rachael Li-chuin Ooi is a financial adviser based in Wynnum, Queensland, with 9 years of experience in the financial services industry since 2017. Rachael is currently authorised under GPS Wealth, operating through Your Wc Group. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. 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
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma of Financial Planning
International Institute of Technology
2017
Advanced Diploma of Financial Planning
International Institute of Technology
2019
Australian Taxation Law for Tax (Financial) Advisers
International Institute of Technology
2019
Commercial Law for Tax (Financial) Advisers
International Institute of Technology
2019
Principles of Self-Managed Superannuation Funds
International Institute of Technology
2020
ASX Listed Products Accreditation Course (LPAC)
LPAC Online
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education