About Me

At Brisbane Independent Financial Advisory Pty Ltd, we are a boutique financial planning and advisory firm helping clients across Australia. We take pride in delivering exceptional personalised outcomes to our clients. And being independent means our clients know they are at the centre of every decision, and each step we take together.

Through our thorough and considered approach, holistic advice, and unbiased recommendations, you are able to make truly informed decisions.

With nearly 20 years of experience in specialist roles within superannuation, financial planning, wealth and insurance, and education, Bec’s clients value the guidance, expertise, ongoing support, and sounding board she provides relating to their wealth and decisions that will have a material impact on their life.

Bec is a Certified Financial Planner with a Master of Management Studies (graduating with first class honours), majoring in Applied Economics & Finance. She also passed the Chartered Financial Analyst (CFA) level 1 exam on the first attempt. After working in Japan and New Zealand, Bec is Brisbane based but works with clients across Australia or with Australian assets. In 2011 she began advising as it combines her strength in all things relating to money and wealth with her love for helping people to succeed.

Typically Bec’s clients come to her via referral from a family member or friend, or from their accountant or solicitor. There is a limit on how many new clients she can accept to ensure her service levels remain at the high standard her clients have come to expect.