Rebecca Pritchard
Senior Financial Planner, Partner
Rebecca Pritchard is a Senior Financial Planner and Partner at Rising Tide Financial in Melbourne. She moved from corporate finance into financial planning after seeing first-hand, in her early 20s, what good advice did for her own life. She's never looked back.
Who Rebecca helps
Rebecca works with families and professionals who want to know their money is working towards the life they actually want. She's especially good at helping people put their goals into words, then turning them into a plan they can follow.
How Rebecca works with clients
Things are rarely black and white with money. Rebecca takes the time to understand the whole picture, then helps you weigh up the options so you can make decisions with confidence. As well as her own clients, she shapes the advice strategy used across the firm.
Rebecca can help with:
- Financial planning and goal setting
- Superannuation
- Life insurance and income protection
- Investing, including borrowing to invest
- Salary sacrifice and tax-effective strategies
- Planning for an inheritance or other lump sum
Experience and recognition
- More than 12 years in financial planning
- Bachelor of Commerce (Finance) and Master of Financial Planning, Fellow Chartered Financial Practitioner (FChFP)
- AFA Rising Star of the Year, 2018
- Finalist, FAAA Adviser of the Year, 2024
- Contributor on money topics for Canstar, Australian Financial Review, The Australian, The Age and other media
- Partner and shareholder in Rising Tide
Outside work
Rebecca is a mum of two who loves good food, a glass of tempranillo and a book she can't put down.
Financial Design for Life Pty Ltd (ACN 113 320 620), as trustee for the Financial Design For Life Unit Trust, trading as Rising Tide Financial Services, is an authorised representative and credit representative of Akumin Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.