Rebecca Elsden

Senior Financial Planner, Perks Private Wealth

Rebecca Elsden

"I believe that communication is key and aim to articulate financial planning strategies in a way that is easy to understand, simplifying the complex for my clients."

Rebecca Elsden

About Rebecca.

Rebecca is a Senior Financial Planner within the Perks Private Wealth team and provides private clients and corporate super fund members with strategic planning and investment advice.

She has worked in the industry since 2006, during which time she gained extensive experience in the areas of strategic financial planning, investment planning and superannuation with a specialisation in social security entitlements.

Rebecca first became authorised to provide advice in 2013 and joined Perks in 2014 after moving from Melbourne.

Rebecca believes that communication is key and aims to articulate financial planning strategies in a way that is easy to understand, simplifying the complex for her clients. Rebecca works closely with her clients to help them achieve their personal and financial goals by getting to know who they are and what is important to them, both now and into the future.

Qualifications & Associations:

  • Advanced Diploma in Financial Services (Financial Planning)
  • Financial Planner AFP ® Member (Financial Planning Association)
  • Graduate Diploma of Financial Planning

Specialisations:

  • Strategic Financial Planning
  • Investment Advice
  • Superannuation Advice
  • Social Security and Aged Care Planning
  • Retirement Planning
  • Self-Managed Superannuation Funds

Get in touch with Rebecca.

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