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.
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.