Rebecca Jane Winnell
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000300780
- Location
- Chatswood NSW 2067
- Licensee
- Evaro Wealth Partners Pty Ltd (AFSL 472429)
- Authorised since
- 6 March 2019
- First provided advice
- 2006
- Qualifications
- Bachelor Degree, University of South Australia (1995); Post Graduate, Australian Society of CPAs (1998); Diploma, Response (2006)
- Memberships
- CPA Australia (CPA); SMSF Association; Taxation Institute of Australia
- Advice areas
- superannuation, retirement savings accounts
- Restriction
- The adviser may only provide personal financial advice in her capacity as a representative of a corporate entity that is also an Authorised Representative of Evaro Wealth Partners.
- Tax (financial) advice
- Yes
- Register status
- Current
About Rebecca Jane Winnell
Rebecca Jane Winnell is a financial adviser in Chatswood, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000300780.
Rebecca provides advice as an authorised representative of Evaro Wealth Partners Pty Ltd, which holds Australian financial services licence 472429. That authorisation dates from 6 March 2019.
According to the register, Rebecca first provided financial advice in 2006. The qualifications listed for Rebecca include Bachelor Degree (University of South Australia, 1995), Post Graduate (Australian Society of CPAs, 1998) and Diploma (Response, 2006). Rebecca is recorded as a member of CPA Australia (CPA), SMSF Association and Taxation Institute of Australia.
The authorisation covers advice on superannuation and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “The adviser may only provide personal financial advice in her capacity as a representative of a corporate entity that is also an Authorised Representative of Evaro Wealth Partners.”
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Questions people ask
Is Rebecca Jane Winnell a registered financial adviser?
Yes. Rebecca Jane Winnell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000300780.
Which licensee does Rebecca Jane Winnell work under?
Evaro Wealth Partners Pty Ltd, Australian financial services licence 472429.
What can Rebecca Jane Winnell give advice on?
The register lists these advice areas: superannuation; retirement savings accounts. It also records this restriction: "The adviser may only provide personal financial advice in her capacity as a representative of a corporate entity that is also an Authorised Representative of Evaro Wealth Partners."