REBECCA GARNSEY

Licensee: THE SMSF EXPERT PTY LTD

REBECCA GARNSEY (Adviser# 000465075) 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 January 3, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name REBECCA GARNSEY
Adviser Number 000465075
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000445113
THE SMSF EXPERT PTY LTD
Licence ABN 17155686356
Adviser Start Date 2017-01-03
Appointing Representative Name RICHARDS FINANCIAL STRATEGIES PTY LIMITED
Appointing Representative Number 000465074
Appointing Representative ABN 33167540767
Memberships CA - Chartered Accountants Australia and New Zealand
My Public Accountant
SSA SMSF Specialist Accreditation (SPAA)
Further Restrictions Provide Class of Product Advice in relation to Superannuation only, restricted to establishment of Self Managed Superannuation Funds and clients existing superannuation and Self Managed Superannuation, contributions and pension payments.

Authorisations to provide financial product advice

  • REBECCA GARNSEY
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accounting) University of Western Sydney
Diploma of Financial Planning Pinnacle Financial Services Academy Pty Ltd
Graduate Diploma in Accounting Institute of Chartered Accountants of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000445113 THE SMSF EXPERT PTY LTD
Further restrictions: Provide Class of Product Advice in relation to Superannuation only, restricted to establishment of Self Managed Superannuation Funds and clients existing superannuation and Self Managed Superannuation, contributions and pension payments.
2017-01-03 - RICHARDS FINANCIAL STRATEGIES PTY LIMITED
000234664 SMSF ADVICE PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
2014-09-23 - 2016-12-22 SMSF ADVICE PTY LIMITED

Licensee Information

Licence Name THE SMSF EXPERT PTY LTD
Licence Number 000445113
Licence ABN 17155686356

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHERRY DIMAPILIS The Smsf Expert Pty Ltd Current 2018-08-14
JOSEPH ELHINDI The Smsf Expert Pty Ltd Current 2018-08-06
EUGENE VINCENT SIBELLE The Smsf Expert Pty Ltd Current 2018-07-16
PETER NORMAN WILCOX The Smsf Expert Pty Ltd Current 2018-07-13
TIA STAMATIA SPARIS The Smsf Expert Pty Ltd Current 2018-07-05
MARK FRANCIS SOMES The Smsf Expert Pty Ltd Current 2018-06-05
JOHN RICHARDS The Smsf Expert Pty Ltd Current 2018-06-04
AMY ELIZABETH STRONACH The Smsf Expert Pty Ltd Current 2018-05-28
SALVATORE SOLANO The Smsf Expert Pty Ltd Current 2018-04-24
MEGAN JOY HOLMES The Smsf Expert Pty Ltd Current 2018-04-17

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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.