Rebecca started with Altitude in 2017 as a Graduate Paraplanner and has progressed in her role through to Senior Paraplanner and becoming our Financial Planning Team Manager. She enjoys helping the business succeed as well as mentoring the next generation of financial advisers.
She is also passionate about helping people and lifting adviser standards. Rebecca has completed both her Master in Financial Planning as well as achieving the CFP® designation. CFP® is the highest level of professional designation in the financial planning industry and is a standard recognised internationally. CFP® professionals have met extensive training and experience requirements, and commit to the highest ethical standards that require them to put their clients’ interests first.
She is also a member of the Financial Advice Association of Australia (FAAA) and is committed to standing with Australians for a better financial future. She believes better financial advice will influence the financial wellbeing of all Australians and in making meaningful and positive difference to people’s lives.
In her spare time Rebecca enjoys watching a range of sports. She is also a mother and likes spending time with her young family.
Bachelor of Commerce (Finance), University of Queensland
Master of Financial Planning, Western Sydney University
FPA Member with CFP® designation
Current registered with ASIC as a Provisional Financial Adviser (no. 1301741)
Working in customer service since 2011
Working in financial planning since 2017