Financial Adviser
· MELBOURNE, VIC
Rebecca De Simoni
No disciplinary history on record with ASIC
MELBOURNE,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002721
Rebecca De Simoni is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry since 2014. Rebecca is currently authorised under McAllister Wealth Group, operating through McAllister Private Wealth. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
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
2012
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2012
Diploma of Management
Kaplan Education Pty Limited
2013
Advanced Diploma of Financial Planning
Kaplan Education Pty Limited
2024
SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited
2024
Taxation for Financial Planning
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Securities: Class of product only. Superannuation: not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register