Rachael Anne Yurko
Financial Adviser in Mooloolaba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000336473
- Location
- Mooloolaba QLD 4557
- Licensee
- Beryllium Advisers Pty Ltd (AFSL 528250)
- Authorised since
- 21 December 2023
- First provided advice
- 2009
- Qualifications
- Life Insurance, Mentor Education (2009); Superannuation and Retirement Planning, Kaplan (2010); Ethics and Professionalism in Financial Advice, Kaplan (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2022); Master of Financial Planning, Kaplan Professional (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); Success Women's Network
- 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 Rachael Anne Yurko
On the Financial Advisers Register kept by ASIC, Rachael Anne Yurko appears as a current financial adviser in Mooloolaba, Queensland, adviser number 000336473.
Advice is given under the Australian financial services licence of Beryllium Advisers Pty Ltd, licence number 528250. That authorisation dates from 21 December 2023.
The register records 2009 as the year Rachael first provided financial advice. The qualifications listed for Rachael include Life Insurance (Mentor Education, 2009), Superannuation and Retirement Planning (Kaplan, 2010) and Ethics and Professionalism in Financial Advice (Kaplan, 2020). Rachael is recorded as a member of Financial Advice Association of Australia (FAAA) and Success Women’s Network.
The authorisation covers advice 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.
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Questions people ask
Is Rachael Anne Yurko a registered financial adviser?
Yes. Rachael Anne Yurko is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000336473.
Which licensee does Rachael Anne Yurko work under?
Beryllium Advisers Pty Ltd, Australian financial services licence 528250.
What can Rachael Anne Yurko 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.