Rebecca joined MIQ in April 2017, bringing over 22 years of experience that includes Financial Planning, Client Services Manager, Paraplanner, Team Leader, Real Estate and Adviser Responsibilities to her current role.
Rebecca’s daily tasks include providing advice to clients to ensure they can live the life they want. Rebecca enjoys working closely with clients to ensure that they have a full understanding of their current individual financial position and how to maximise their opportunities to work towards and reach their goals. Forming relationships and providing support to her clients is most important.
Rebecca’s free time is often spent with her young family and friends. She enjoys spending weekends travelling either to coastal or country towns and checking out what each place has to offer. A good winery or distillery is not to be passed.
Education
- Graduate Diploma in Financial Planning
- Graduate Certificate in Financial Planning
- Currently completing Masters in Financial Planning
Memberships
- Canberra Women’s in Business
Awards
- 2022 MiQ Risk Writer of the Year
- 2021 MiQ Outstanding Conference Performance
- Finalist Local business awards 2023
- Finalist Local business awards 2022
