Rebecca O'Neill
About Me
I began my journey with PlanPlus in February 2024, marking the latest milestone in my 8.5-year tenure in the financial services industry. Starting as a receptionist, I've advanced through various roles including Client Support, Paraplanning, and adviser support. My diverse experience reflects my unwavering commitment to providing clients with the best possible financial guidance.
Driven by a profound passion for helping clients achieve financial confidence and ease in their lives, I aspire to fulfill my goal of becoming a fully-fledged financial adviser. Beyond my professional pursuits, I find immense joy in motherhood, caring for my three children. I cherish moments spent with friends and nurture my love for reading, finding inspiration and relaxation in the pages of a good book.
With a dedication to enhancing your financial well-being and a personal approach that understands the complexities of life, I am here to guide you towards a secure and prosperous future. Let's navigate your financial journey together with clarity, integrity, and compassion.
Areas of Focus
- Cashflow management
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Licensed By Principle Financial Group Pty Ltd