Financial Planning

Area of expertise: Providing advice and strategies in areas of superannuation, retirement, wealth creation, managed investments, tax planning and Personal Insurance Planning.

Career Overview: Before joining dbsn group, Rebecca spent 5 years working as an Accountant in a public practice firm in Melbourne.  Overseas then beckoned where Rebecca spent time working in the UK followed by extensive travel through Europe before returning to Australia to undertake a new career direction in Financial Planning.  Rebecca enjoys working with clients to achieve those all important lifestyle and retirement goals.

Qualifications/Affiliations: Bachelor of Business, Graduate Diploma in Financial Planning, Authorised Representative of Professional Investment Services

Life Outside dbsn: Spending time with family and friends. Any opportunity to travel

Maxim: You are never too old to set another goal and accomplish it

Email: rebecca@dbsngroup.com.au

Area of expertise: Administration - Financial Planning.

Administration and maintenance of the Financial Planning client database and portfolios.   Assisting with investment research and preparation of financial plans.  Attending to any administrative duties and assisting clients with enquires in a prompt and courteous manner.

Career Overview: Lynne has a vast knowledge of all aspects of administration having spent the majority of her working life in the banking and financial planning environment.

Qualifications/Affiliations: Advanced Certificate in Accounting - NSW TAFE.

Life outside dbsn: Enjoys the outdoors, especially the beach, family and friends. Movies and going out to dinner.

Maxim: Listen and learn and let fate take its course.

Email: lynne@dbsngroup.com.au