REBECCA JEAN ROSSI


Licensee: WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

REBECCA JEAN ROSSI (Adviser# 001244998) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is June 30, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name REBECCA JEAN ROSSI
Adviser Number 001244998
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000342420
WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
Licence Controlled By WILLIAM BUCK (VIC) PTY LTD
Adviser Start Date 2016-06-30
Appointing Representative Name WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
Appointing Representative Number 000342420
Memberships Chartered Accountants Australia and New Zealand (CA)
SMSF Association

Authorisations to provide financial product advice

  • REBECCA JEAN ROSSI
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Chartered Accountant ICAA
Diploma of Financial Planning Kaplan
SMSF Specialist Course SMSF Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000342420 WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
Licence controlled by: WILLIAM BUCK (VIC) PTY LTD
2016-06-30 - WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

Licensee Information

Licence Name WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
Licence Number 000342420

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.