About Me

Rebecca has an extensive background in frontline Financial Planning for her own clients, together with leadership of a team of diversely-skilled Financial Advisors during her years on the Qld State Leadership Team of ANZ.

Having begun her career in 1992 with renowned media commentator and finance specialist Noel Whittaker, she has built a career through national and global institutions (including ANZ and Deloitte Touche Tohmatsu)… and has thrived in advocating for causes close to her heart. Rebecca has regularly been called upon as a Speaker for state and national conferences, plus has the ability to comfortably adapt to small groups for intense mentoring and coaching sessions.

She strives to make a meaningful difference to the future of each person she interacts with, by guiding and supporting others in improving their knowledge and well-being.

Areas of Focus

  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Infocus Securities Australia Pty Ltd