Rebecca
De
Simoni

Rebecca is a Senior Financial Advisor with over 15 years of experience in the financial services industry, including more than six years of dedicated financial advisory experience.

Rebecca holds a postgraduate qualification in Financial Planning (Graduate Diploma of Financial Planning) and SMSF accreditation. She combines strong technical expertise with a genuine passion for helping clients make confident financial decisions.

She works closely with individuals and families to build, grow and protect their wealth through tailored strategies aligned to their goals and circumstances. Rebecca provides advice across a broad range of financial matters, including retirement planning and retirement advice, wealth creation strategies, superannuation, personal insurance, and complex financial structures involving multiple entities.

Her focus is on simplifying complex financial matters, providing clarity and confidence, and helping clients create a clear pathway towards achieving their financial goals. Rebecca is particularly passionate about helping families create long-term financial security, protect the wealth they have worked hard to build, and create opportunities for future generations.

Qualifications and Memberships

• Graduate Diploma of Financial Planning
• Advanced Diploma of Financial Planning
• Diploma of Financial Services

Service areas