REBecca Mcpherson - Adviser  EMAIL: R.McPherson@ejm.com.au  MOBILE: 0413 154 255

REBecca Mcpherson - Adviser

EMAIL: R.McPherson@ejm.com.au

MOBILE: 0413 154 255

About

Experience

I have been in the financial services industry for 6 years and joined the EJM team in 2019. I am passionate about helping my clients to embrace their finances and empower them to make better financial choices. I believe we are all capable of reaching our lifestyle and financial goals and this starts by having someone who will listen, understand, educate and mentor us throughout the process.

Whether it be assisting you to buy your first home; build an investment portfolio; manage your debt or family budget; protect your income, assets and families’ future or build your wealth towards a more fruitful retirement. I will guide you throughout your journey and hopefully you’ll be just as excited to reach your goals as I am in helping you to achieve them.

I can provide advice in the following areas:

  • Debt Reduction & Budgeting/Cash flow Analysis

  • Superannuation

  • Investments including education & insurance bonds

  • Personal Insurance

  • Centrelink & Aged Care advice

  • Retirement Planning

  • Estate Planning

Qualifications

  • Diploma of Financial Planning

  • Advanced Diploma of Financial Planning

  • Bachelor of Business (Marketing and Public Relations) from USQ

  • Member of Financial Planning Association Australia: Financial Planner AFP ®

More about Rebecca

  • I love my Rugby League, Golf and Motorsports and enjoy soaking in the Melbourne sports scene or playing a round of golf.

  • I love to travel and experience new places and meeting new people from all walks of life.

  • I have lived wide and far across Australia and overseas and just enjoy meeting new characters and sharing a good story or two.