Senior Financial Planner
Rebecca Pritchard, Senior Financial Planner at Rising Tide Financial Services, Melbourne.
Financial planning has been a big part of Rebecca’s life for nearly a decade. After personally experiencing the ground-breaking impact of financial advice in her early 20s, Rebecca transitioned from her career in corporate finance into the financial planning world, and she’s never looked back.
A curious and thoughtful nature, alongside an excellent ability to help clients articulate and achieve their goals, is what underpins Rebecca’s success.
Alongside one to one client-facing activities, Rebecca has a wealth of experience in educating Australians about their money via her media engagements.
Rebecca’s role at Rising Tide is primarily as a client-facing adviser, but also has a significant impact on the strategic advice formulation for all clients of the business in these areas;
- Financial Planning
- Insurance & Wealth Protection
- Salary Sacrificing
- Investment Planning & Advice
- Home Loans
- Tax Minimisation
- Borrowing to Invest
- Asset Protection
Things are rarely black and white when it comes to your money, and Rebecca would agree (especially given her long-standing love of the mighty Yellow and Black).
Get in touch with Rebecca today!