It is with great excitement that we announce Rebecca’s latest achievement here at Altitude Advisers. Bec recently completed her “Provisional” Adviser requirements and has now officially received her Proper Authority. This significant milestone marks her transition into a fully licensed Financial Adviser, empowering her to provide comprehensive financial planning advice to her clients.
Bec’s journey with us began in 2017 when she joined our Team as a Graduate Paraplanner after completing her Bachelor of Commerce (Finance) at University of Queensland. Since then, she has continuously demonstrated her commitment and passion for the financial services profession by furthering her studies with a Master of Financial Planning at Western Sydney University and achieving CERTFIED FINANCIAL PLANNER® status, the highest level of professional designation in our profession.
Further to her studies, Bec’s technical knowledge, attention to detail and exceptional organisational skills quickly earned her recognition at Altitude. It has lead to her progression to Senior Paraplanner, manager and now, Head of Financial Planning. Bec excels in this position with the added responsibility of coaching and mentoring our next generation of advisers and helping to drive the business to succeed.
On behalf of the Directors and the entire team at Altitude, we extend our heartfelt congratulations to Bec on this remarkable achievement. Obtaining her Proper Authority shows years of hard work and dedication and is a significant milestone in Bec’s career. We are confident that she will continue to excel and make significant contributions to our organisation’s success. We wish her continued success and fulfillment in her role as a licensed Financial Adviser and look forward to witnessing her continued growth and accomplishments at Altitude Advisers in the years to come as she is an invaluable asset to our team.