Rachael Mary Lopez
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004464
- Location
- Sydney NSW 2000
- Licensee
- William Buck Wealth Advisors (NSW) Pty Ltd (AFSL 240769)
- Authorised since
- 12 November 2024
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce (with Distinction), University of Western Sydney (2000); Diploma of Financial Planning, Deakin University (2002); Certified Financial Planner (CFP) Education Program, Financial Planning Association of Australia (FPA) (2004); DPML Margin Lending, Pinnacle Financial Services Academy (2010); Professional Diploma in Stockbroking, Stockbrokers Association of Australia (2013)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Rachael Mary Lopez
Rachael Mary Lopez is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001004464.
The licensee Rachael advises under is William Buck Wealth Advisors (NSW) Pty Ltd (AFS licence 240769). The current authorisation started on 12 November 2024.
According to the register, Rachael first provided financial advice in 2001. Qualifications and training on file include Bachelor of Commerce (with Distinction) (University of Western Sydney, 2000), Diploma of Financial Planning (Deakin University, 2002) and Certified Financial Planner (CFP) Education Program (Financial Planning Association of Australia (FPA), 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Rachael is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Mary Lopez a registered financial adviser?
Yes. Rachael Mary Lopez is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004464.
Which licensee does Rachael Mary Lopez work under?
William Buck Wealth Advisors (NSW) Pty Ltd, Australian financial services licence 240769.
What can Rachael Mary Lopez 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; standard margin lending.