Rebecca Jayne
Associate Director
Perks Private Wealth
Intro
Meet Rebecca
Known for her ability to bring clarity to moments that often feel overwhelming, Rebecca works with clients on strategic financial planning and investment decisions, helping them move forward with a clear sense of direction.
Rebecca has a steady, considered approach shaped by deep experience in planning, superannuation and long-term wealth management. Her focus is not only on helping clients understand their wealth management strategy, but why it matters to their future.
Leadership & Contribution
In her role as Associate Director, Rebecca helps shape the client experience within Perks Private Wealth, bringing consistency to client work. Her promotion reflects both her technical capability and the trust she has built with clients and Team Members over time. She is recognised for her calm, empathetic approach, particularly when supporting clients through complex transitions.