Rebecca delivers more than 29 years experience in financial planning, from a range of multi-national accounting, banking and advice organisations.
She began her career in 1992 with renowned Financial Planner, best-selling author and media commentator Noel Whittaker… before moving onto multi-national accounting firm Deloitte, where she was based in their Brisbane CBD office for 10 years.
Rebecca then met her Police Officer husband and started a family, whilst setting up a new home in Hervey Bay on the Fraser Coast.
After some years working in a specialist retirement advice business, she then joined ANZ, where her award-winning career spanned 12 years and saw her in the position of Senior Financial Adviser and Practice Manager on the Queensland State Leadership Team. During this time, she built strong relationships with her own clients, plus supervised a team of 14 Financial Advisers across one-third of Queensland. She personally received many accolades on a national level, including Retail Financial Planner of the Year.
Fast-forward to today… Rebecca and her family call the Sunshine Coast their ‘forever home’, where they enjoy exploring the coastal bicycle tracks and the waters of the Pumicestone Passage.
As our Principal and Senior Financial Adviser at Infocus Caloundra, Rebecca strives to make a meaningful difference to the lives of her clients… by supporting their aspirations for the future and improving their financial well-being today.
Rebecca’s ethos is to “co-create together”… she won’t dictate to you, but rather she’ll get to know you and what’s important in your life – then work together with you, to create a plan to achieve your goals for the future.
By working together in partnership, you’ll feel confident your future is in capable hands.
Co-creating financial advice together… for clarity, confidence and financial comfort.