Rebecca Joan Stacey
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259524
- Location
- Brisbane City QLD 4000
- Licensee
- Perpetual Trustee Company Limited (AFSL 236643)
- Authorised since
- 5 August 2024
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, University of Queensland (1999); Securitor Self Managed Superannuation Strategy Training Programs, Efinancial Essentials (2004); Securities and Derivatives, RMIT University (2011); CPA Program Professional Level, CPA Australia (2016); Margin Lending and Geared Investments, Kaplan Professional (2021); Ethics and Professionalism in Finanical Advice, Kaplan Professional (2024)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, securities, managed investment schemes, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Rebecca Joan Stacey
Rebecca Joan Stacey is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane City, Queensland (adviser number 000259524).
The licensee Rebecca advises under is Perpetual Trustee Company Limited (AFS licence 236643). That authorisation dates from 5 August 2024.
The register records 2004 as the year Rebecca first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Queensland, 1999), Securitor Self Managed Superannuation Strategy Training Programs (Efinancial Essentials, 2004) and Securities and Derivatives (RMIT University, 2011). Professional memberships recorded: CPA Australia (CPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Rebecca Joan Stacey a registered financial adviser?
Yes. Rebecca Joan Stacey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259524.
Which licensee does Rebecca Joan Stacey work under?
Perpetual Trustee Company Limited, Australian financial services licence 236643.
What can Rebecca Joan Stacey give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives; managed discretionary account services.