Client recommendation scheme Email us +44 1372 724 249

Rebecca Watson

Financial Planner

enquiries@bdhsterling.com

+61 8 6180 2555

Perth Office

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.

Google Reviews
Nancy
It's always a pleasure to come into the office, as it's welcoming, friendly with a bit of humour thrown in. John and Rebecca have always explained things clearly, going through our annual written report. Everything is tailored to our particular circumstances as our life changes. The friendliness and humour is always enjoyed. Emma, who does our tax, is another star in the team.

Spotlight questions

What’s your best tip for anyone moving to Australia?

It is important to re-apply sun cream, even in the springtime. The Australian sun has a bite to it!

What’s the best thing about living in Australia?

Being able to enjoy the outdoors all year round. The beaches are amazing in the Summer and the Winter.

Why is financial planning so important?

It allows my clients to have a plan on how they can achieve their goals, it shows them that if they have a plan anything is possible

What’s the best thing about working for bdhSterling?

Helping people navigate through their finances, showing them how they can achieve their goals.

What’s your best financial tip for anyone moving from the UK to Australia?

Food and drink are expensive compared to the UK, so make sure you budget accordingly.

What’s your best financial tip for anyone moving from Australia to the UK?

You will need to take Vegemite with you to the UK as Marmite is not the same as Vegemite and tastes very different!

More of our Perth team members

Get to know a few more members of our team.

See full team

Cameron Allnutt

Paraplanning Manager

Brenton Ritchie

Financial Planning Manager (Australia)

Rob Teune

Group Director of Financial Planning

Ané Lindenbaum

HR Business Partner

Charlotte Evrard

Pension Transfer Manager

Steph Mills

Pension Transfer Specialist

Mariah Perry

Operations Manager

Larissa Kelly

Client Manager

Yasser Jaunbocus

SMSF Client Manager

John Harrower

Senior Financial Planner

Daniel Ash-Wentworth

Financial Planner

Rebecca Watson

Financial Planner

John Vailes

Financial Planner

Brody Elliott

Senior Paraplanner

Jordan Borgomastro

Paraplanner

Jack Hart

Paraplanner

Jessica Meehan

Paraplanner

Paul Phiri

SMSF Assistant Accountant

Amit Patel

SMSF Assistant Accountant

Sanjukta Gupta

Client Administrator

Lauren Watts

Client Administrator

Contact us

Email us +44 1372 724 249

    bdhSterling Ltd is Authorised & Regulated by the Financial Conduct Authority Registration | FCA Registration Number: 499460 | Company Number: 06849498. The Financial Conduct Authority does not regulate Tax or Estate Planning.

    bdhSterling AFSL Pty Ltd is authorised and regulated by the Australian Securities and Investment Commission (ASIC) and holds an Australian Financial Service License (AFSL) Number: 222266. Australian Business Number (ABN) 17 054 918 295.

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