"I believe that communication is key, and I aim to articulate financial planning strategies in a way that is easy to understand."
Rebecca is a Senior Adviser within the Perks Private Wealth team and provides private clients with strategic planning and investment advice. Rebecca first became authorised to provide advice in 2013 and joined Perks in 2014.
Rebecca 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 wealth creation strategies for medical and other public sector professionals.
As an FPA Aged Care Specialist Rebecca has extensive knowledge regarding social security entitlements and Aged Care. Rebecca understands that moving into aged care can be an emotional decision for clients and her role during this time is to provide objective guidance and advice to ease the transition.
Rebecca believes that communication is key and aims to articulate financial planning strategies in a way that is easy to understand. 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, now and into the future.