Rebecca Whitehead

Client Services Manager

Rebecca started in the Financial Planning industry in February 2015. She is passionate about helping people achieve their financial goals and objectives. Rebecca studied her Diploma of Financial Planning through Kaplan and completed this in 2016. Her aim is to become a Financial Planner who guides her clients to plan for their future, and believes it is never too late to make a plan.

Prior to Financial Planning Rebecca has worked extensively in the Travel and Hotel Industry in Customer Service and Account Management positions. She is passionate about travel, spending time with her family and making every day count.