Rebecca's qualifications
At work
Rebecca has over 20 years of experience within the financial services industry, having previously worked as a Branch Manager for a bank. Rebecca is a qualified Australian Financial Planner who assists her clients in planning ahead for their long-term financial goals. Many of Rebecca’s clients are expats from the UK who now live permanently in Australia.
Rebecca successfully assists her clients in implementing the onward transfer of their UK pension benefits to Australia. She takes special care to ensure that she understands the needs of every client, and is always on hand to guide them through the bdhSterling processes.