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Rebecca Scarrabelotti
CFP®, MMS (App Econ & Fin, Hons), BMS (Fin & Econ, Hons), ADFS
Senior Private Client Adviser
I empower my clients to make life decisions that are right for them by putting their personal and financial goals and needs first, and providing advice that's easy to understand.
Bec makes a positive meaningful difference to her clients' lives. She has held senior specialist roles within the financial services industry for over 15 years. She worked in Japan and New Zealand, then began advising over a decade ago. With experience within superannuation and successful wealth management boutiques, her clients value the sounding board, support, and expertise she provides.
Investment Style
As part of a holistic overall plan, the investments Bec recommends depends on the strategy she develops with each client to achieve their particular goals. She considers a client's specific tolerance to market downturns, and the types of investments and performance required to meet their goals. Bec focuses on preserving her clients' capital and ensuring clients have peace of mind.
Services and Specialties
Superannuation Advice
Wealth Management
Retirement and Estate Planning
Personal Insurance
Fixed Interest and Cash Management
Self-Managed Super Funds
Investment Advice
Financial Planning
Qualifications and Professional Affiliations
Diploma of Financial Services (Financial Planning)
Bachelor of Management Studies (Economics and Finance)
Advanced Diploma of Financial Services (Financial Planning)
CERTIFIED FINANCIAL PLANNER®
Master of Management Studies (Applied Economics and Finance)
Tax for Financial Advising
Commercial Law
Associations
CERTIFIED FINANCIAL PLANNER®
Financial Advice Association of Australia (FAAA)
Competencies
ASIC Financial Advisers Register
Life Insurance
Generic
FASEA Financial Adviser Exam
Financial Planning
Managed Investments
Tax (financial) Adviser
Superannuation
Direct International Equities Trading Adviser
Securities
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of salary and percentage of fees.
