Financial Adviser
· WEST PERTH, WA
Lyndsay Rushforth
No disciplinary history on record with ASIC
WEST PERTH,
WA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268804
Lyndsay Rushforth is a financial adviser based in West Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Lyndsay is currently authorised under Scope Licensee Services, operating through The Trustee For Scope Unit Trust. Lyndsay holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lyndsay's qualifications include a Bachelor of Business.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excluding Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
LAW1100 Legal Framework I
Edith Cowan University
2011
LAW2410 Income Tax Framework II
Edith Cowan University
2012
Bachelor of Business
2015
Diploma of Financial Planning
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional