Memberships & Qualifications:
A Senior Financial Adviser with over a decade of experience in the finance industry, Rebecca is dedicated to helping her clients achieve their long-term financial goals by providing clear, actionable guidance.
Rebecca holds a Diploma of Financial Planning (RG146), as well as a Graduate Diploma of Financial Planning, providing her with the qualifications necessary to offer expert advice in areas such as superannuation, debt management, and retirement planning. Since embarking on her professional career, Rebecca has worked across various roles, starting in customer service, progressing to an operations management position, and then transitioning into an advisory role. This journey has provided her with a comprehensive understanding of the financial services landscape, and a unique ability to bridge the gap between technical financial strategies and client-focused service.
Rebecca is committed to offering exceptional customer service, ensuring that each client feels valued and supported at every stage of their financial journey. She is well regarded for her strong listening skills, which allow her to fully understand her clients’ needs and tailor advice to their specific circumstances. A reputation for being empathetic, detail-oriented, and an excellent communicator, are further qualities that enable Rebecca to effectively explain complex financial concepts and ensure her clients are well-informed and confident in their decisions.
Rebecca has a deep passion for helping people manage their superannuation, reduce debt, and plan for a secure retirement. She finds fulfillment in guiding clients through these critical areas, empowering them to build strong foundations for the future.
Away from the office, Rebecca is a very proud and busy Mum to her toddler twins. She enjoys spending quality time with her family and friends, whether dining out or preparing gourmet meals from scratch! Other favourite pastimes include curling up with a good book, and travelling near (or far) to discover new and exciting destinations.