Elizabeth Anne Rae
Financial Adviser in Perth, Western Australia, Australia
Review Elizabeth Anne Rae
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000472166
- Location
- Perth WA 6000
- Licensee
- Japhener Pty Ltd (AFSL 230176)
- Authorised since
- 30 January 2015
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce, The University of Western Australia (2012); Bachelor of Science, The University of Western Australia (2012); Diploma in Financial Planning, Kaplan (2013); Tax (Financial) Adviser, Tax Practitioners Board (2015); Advanced Diploma in Financial Planning, Kaplan (2017); Ethics and Professionalism in Financial Advice, Kaplan (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Elizabeth Anne Rae
Elizabeth Anne Rae is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000472166.
Advice is given under the Australian financial services licence of Japhener Pty Ltd, licence number 230176. The current authorisation started on 30 January 2015.
The register records 2015 as the year Elizabeth first provided financial advice. The qualifications listed for Elizabeth include Bachelor of Commerce (The University of Western Australia, 2012), Bachelor of Science (The University of Western Australia, 2012) and Diploma in Financial Planning (Kaplan, 2013).
Elizabeth is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Elizabeth Anne Rae here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Elizabeth Anne Rae a registered financial adviser?
Yes. Elizabeth Anne Rae is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000472166.
Which licensee does Elizabeth Anne Rae work under?
Japhener Pty Ltd, Australian financial services licence 230176.
What can Elizabeth Anne Rae give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.