Rachel Knaus
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001237511
- Location
- Newcastle NSW 2300
- Licensee
- Fitzpatricks Private Wealth Pty Ltd (AFSL 247429)
- Authorised since
- 14 August 2023
- First provided advice
- 2015
- Qualifications
- Bachelor of Psychology with Honours, University of Newcastle (2006); FNS60410 Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2014); Self Managed Superannuation Funds, Kaplan Professional (2018); CFP Certification Program, Financial Planning Association of Australia Limited (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- Memberships
- Certified Financial Planner (CFP) of FPA Australia; 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Rachel Knaus
On the Financial Advisers Register kept by ASIC, Rachel Knaus appears as a current financial adviser in Newcastle, New South Wales, adviser number 001237511.
Rachel provides advice as an authorised representative of Fitzpatricks Private Wealth Pty Ltd, which holds Australian financial services licence 247429. The current authorisation started on 14 August 2023.
According to the register, Rachel first provided financial advice in 2015. Qualifications and training on file include Bachelor of Psychology with Honours (University of Newcastle, 2006), FNS60410 Advanced Diploma of Financial Planning (Kaplan Education Pty Ltd, 2014) and Self Managed Superannuation Funds (Kaplan Professional, 2018). Professional memberships recorded: Certified Financial Planner (CFP) of FPA Australia and Financial Advice Association of Australia (FAAA).
Rachel 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.
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Questions people ask
Is Rachel Knaus a registered financial adviser?
Yes. Rachel Knaus is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237511.
Which licensee does Rachel Knaus work under?
Fitzpatricks Private Wealth Pty Ltd, Australian financial services licence 247429.
What can Rachel Knaus 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.