Rebecca Mossman
Financial Adviser
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About
Rebecca Mossman is an ASIC-registered financial adviser based in Hamilton, NSW, committed to helping clients achieve their financial goals with tailored advice and comprehensive financial planning strategies. With a strong educational background including a Diploma of Financial Services (Financial Planning) from AMP Limited, an Advanced Diploma from Kaplan Higher Education, and specialist accreditations such as the ASX ALPA Program, Rebecca possesses the knowledge and expertise to guide you through every stage of your financial journey. She also holds a Certificate IV in Finance/Mortgage Broking and has completed studies in ethics and self-managed super funds. While not currently holding professional memberships, Rebecca’s commitment to ethical conduct and ongoing professional development ensures she provides the highest standard of advice. Authorised to provide advice on a wide range of financial products, Rebecca can assist with superannuation, insurance, wealth management, and retirement planning. She is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Rebecca today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Rebecca Mossman offer?
Rebecca Mossman specialises in superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice. She is authorised to provide advice on a wide range of financial products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Rebecca Mossman hold?
Rebecca holds a Diploma of Financial Services (Financial Planning), a Certificate IV in Finance/Mortgage Broking, an Advanced Diploma of Financial Services (Financial Planning), an Accredited Listed Product Adviser (ASX ALPA) Program accreditation, and has completed studies in ethics and self-managed super funds.
What can I expect during my first consultation with Rebecca?
During your initial consultation, Rebecca will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then discuss potential strategies and solutions tailored to your specific needs.
How does Rebecca stay up-to-date with changes in the financial industry?
Rebecca is committed to ongoing professional development and regularly participates in training programs to stay informed about the latest changes in legislation, regulations, and investment products. She also regularly engages with resources and professional networks.
What is the best way to contact Rebecca Mossman to discuss my financial needs?
You can contact Rebecca directly to schedule a consultation. During the consultation, you can discuss your financial goals and explore how she can assist you in achieving them.
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