Rebecca Poynton CFP®

Rebecca Poynton CFP®

About Me

I’ve worked for over 20 years in the financial services industry and, as a Financial Adviser, am passionate about getting to know my clients and providing tailored strategies to help them achieve their goals. I advise on investments, personal insurance, superannuation and retirement planning. Aged care and Centrelink are other areas in which I have extensive experience.
Outside of work, I love to travel and particularly enjoy the culture and sights of Italy. I try to visit every couple of years to visit family (in-laws) and practise the language. My husband, children and I also foster Border Force pups, helping to train them for their future as drug-detector dogs.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 6 Years
  • Licensed By
    Licensed By Fmd Advisory Services Pty Ltd
  • Advice fees
    Advice Fees From $3,080
CERTIFIED FINANCIAL PLANNER®