Rebecca Pritchard
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000471843
- Location
- Melbourne VIC 3004
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 15 June 2020
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce (Finance), University of Melbourne (2010); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); Margin Lending, Kaplan Higher Education Pty Limited (2015); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (AFA) (2019); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2020); MAI769 Ethics for Financial Services, Deakin University (2023)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Rebecca Pritchard
Rebecca Pritchard is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000471843).
The licensee Rebecca advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 15 June 2020.
The register records 2015 as the year Rebecca first provided financial advice. The qualifications listed for Rebecca include Bachelor of Commerce (Finance) (University of Melbourne, 2010), Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2014) and Margin Lending (Kaplan Higher Education Pty Limited, 2015). Rebecca is recorded as a member of Financial Advice Association of Australia (FAAA).
Rebecca is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Rebecca Pritchard a registered financial adviser?
Yes. Rebecca Pritchard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000471843.
Which licensee does Rebecca Pritchard work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Rebecca Pritchard 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."