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