About Me

Rebecca is a Certified Financial Planner, has the Dipolma of Financial Planning, Advanced Diploma of Financial Planning, Justice of the Peace and a SSA SMSF Specialist Advisor™. Rebecca s primary aim is to develop lifetime plans for clients by clearly understanding their personal situations and financial goals. Rebecca has accumulated considerable technical knowledge in the areas of wealth, insurance and superannuation planning. This knowledge is applied in conjunction with fundamental financial planning principals to all client portfolios. Rebecca has the knowledge and experience that equips her with the skills to deliver superior strategies, in line with the objectives of her clients. Rebecca has been in the industry since 1995 and ran her own award winning Financial Planning business since 2008.