Rebecca Lloyd – Financial Adviser
Prior to entering into the financial advice domain, Rebecca made a start in nutrition and marketing for well-known grocery and franchise brands. This has provided her with an in-depth view into the importance of a customer journey and experience.
Rebecca honed her skills within her family business for 10 years before moving through to Client Services and Advice roles. After her father sold the business, she then took a leap into the larger side of the industry working with financial juggernauts like Commonwealth Financial Planning and AIA Financial Wellbeing to look after clients across Western Sydney.
Twenty years on, with a Diploma, Advanced Diploma and a Masters of Financial Planning, Rebecca’s extensive experience has given her the knowledge, skill and dedication to enhancing the lives of her clients who come to her for seasoned financial advice.
On a personal note, she is a mother to a 9-year-old and an animal lover with a large flock of D’Uccle Belgium Bantam chickens who love pottering around in her property.
Rebecca’s goal is simple: to help her clients live the life they’ve always dreamed of, with the financial confidence and independence they deserve.