About Me

With over 20 years working towards better financial outcomes for individuals, families and business owners, Rebecca knows how to take action. Whether that’s by setting out every micro-goal to achieve success, or by helping clients navigate financial decisions, she will get you on track and keep you there. Highly qualified, Rebecca holds a Bachelor of Commerce (Accounting & Finance), Diploma in Financial Advising, and is a qualified Self-Managed Super Fund Adviser.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By Touchpoint Financial Pty Ltd