With over a decade of experience in the financial planning industry, Rebecca has earned a reputation as a highly skilled Senior Paraplanner. She specialises in delivering compliant and comprehensive Statement of Advice (SoA) documents for a wide range of financial strategies, including Self Managed Super Funds, Family Trusts, gearing, debt recycling, investments, insurance, and retirement planning.

Rebecca has worked with leading licensees such as AMP, Mason Financial Group, Fortnum, and Insignia to provide external contracting services. Before contract planning, she gained valuable experience within AMP’s Financial Planning Centralised Paraplanning team, advancing to a Senior Paraplanner role, where she exceeded performance goals and trained colleagues both locally and internationally.

In her free time, Rebecca enjoys cruising, shopping, and listening to music. She prioritises family time, whether it’s hanging out with loved ones or enjoying a day on the boat. She also enjoys a night out wherever there’s footy (NRL) and music on!