Loretta Dawn Rabbitt
Financial Adviser in Miranda, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231029
- Location
- Miranda NSW 2228
- Licensee
- S & R Financial Services Pty Limited (AFSL 527867)
- Authorised since
- 9 August 2021
- First provided advice
- 2004
- Qualifications
- Associate Diploma in Business, Southern Sydney Institute of TAFE (1992); Master of Business Administration, Southern Cross University (1998); Graduate Diploma Financial Planning, Securities Institute of Australia (2005); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); FINSIA - Financial Services Institute of Australasia; Institute of Public Accountants (IPA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Loretta Dawn Rabbitt
Loretta Dawn Rabbitt is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Miranda, New South Wales (adviser number 000231029).
Loretta provides advice as an authorised representative of S & R Financial Services Pty Limited, which holds Australian financial services licence 527867. The current authorisation started on 9 August 2021.
The register records 2004 as the year Loretta first provided financial advice. Qualifications and training on file include Associate Diploma in Business (Southern Sydney Institute of TAFE, 1992), Master of Business Administration (Southern Cross University, 1998) and Graduate Diploma Financial Planning (Securities Institute of Australia, 2005). Loretta is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ), FINSIA – Financial Services Institute of Australasia and Institute of Public Accountants (IPA).
Loretta is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products and government debentures, stocks and bonds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Loretta Dawn Rabbitt a registered financial adviser?
Yes. Loretta Dawn Rabbitt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231029.
Which licensee does Loretta Dawn Rabbitt work under?
S & R Financial Services Pty Limited, Australian financial services licence 527867.
What can Loretta Dawn Rabbitt give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds.