Rebecca Sze-Mun Tai
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000435130
- Location
- Melbourne VIC 3000
- Licensee
- GPS Wealth Ltd (AFSL 254544)
- Authorised since
- 5 August 2025
- First provided advice
- 2013
- Qualifications
- Bachelor of Business (Financial Planning), RMIT University (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025); Certified Financial Planner (CFP), Financial Advice Association Australia (FAAA) (2026); Introduction to SMSFs, Accurium Education (2026)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Rebecca Sze-Mun Tai
On the Financial Advisers Register kept by ASIC, Rebecca Sze-Mun Tai appears as a current financial adviser in Melbourne, Victoria, adviser number 000435130.
Advice is given under the Australian financial services licence of GPS Wealth Ltd, licence number 254544. That authorisation dates from 5 August 2025.
The register records 2013 as the year Rebecca first provided financial advice. The qualifications listed for Rebecca include Bachelor of Business (Financial Planning) (RMIT University, 2012), FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2025) and Certified Financial Planner (CFP) (Financial Advice Association Australia (FAAA), 2026). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Rebecca Sze-Mun Tai a registered financial adviser?
Yes. Rebecca Sze-Mun Tai is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000435130.
Which licensee does Rebecca Sze-Mun Tai work under?
GPS Wealth Ltd, Australian financial services licence 254544.
What can Rebecca Sze-Mun Tai 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.