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
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Highest Level of Education Graduate Diploma
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Years of Experience 6 Years
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Licensed By Fmd Advisory Services Pty Ltd
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Advice Fees From $3,080
Also meet me here:
Suite 11 10 Moorabool Street,
Geelong, VIC 3220
Geelong, VIC 3220