Rebecca Winnell
Financial Adviser
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About
Rebecca Winnell is an ASIC-registered financial adviser based in Chatswood, NSW, dedicated to helping her clients achieve their financial goals. With a strong educational foundation including a Bachelor Degree from the University of South Australia (1995), a Post Graduate qualification from the Australian Society of CPAs (1998), a Diploma from Response (2006), and a Post Graduate qualification from SPAA (2011), Rebecca brings a wealth of knowledge and experience to her practice. She is a member of CPA Australia (CPA), the SMSF Association, and the Taxation Institute of Australia, demonstrating her commitment to professional excellence and ethical standards. Rebecca is authorised to provide advice on a range of financial products, including superannuation, retirement planning, and Retirement Savings Accounts. Her comprehensive approach ensures that clients receive tailored strategies to suit their individual circumstances and aspirations. Key services include: • Superannuation advice • Retirement planning • SMSF advice • Tax planning Ready to take control of your financial future? Contact Rebecca today to schedule a consultation and discover how she can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Rebecca Winnell offer?
Rebecca Winnell specialises in superannuation advice, retirement planning, and SMSF strategies. She can help you navigate the complexities of the financial landscape and create a plan tailored to your specific needs.
What are Rebecca Winnell's qualifications and professional memberships?
Rebecca holds a Bachelor Degree from the University of South Australia, a Post Graduate qualification from the Australian Society of CPAs, a Diploma from Response, and a Post Graduate qualification from SPAA. She is a member of CPA Australia (CPA), the SMSF Association, and the Taxation Institute of Australia.
What is the first step in working with Rebecca Winnell?
The first step is to schedule a consultation. During this meeting, Rebecca will discuss your financial goals, assess your current situation, and explain how she can help you achieve your objectives.
How can superannuation advice from Rebecca Winnell benefit me?
Rebecca can provide expert guidance on optimising your superannuation contributions, selecting the right investment options, and planning for a comfortable retirement. She can also assist with establishing and managing a Self-Managed Superannuation Fund (SMSF).
What can I expect during a financial planning consultation with Rebecca?
During your consultation, Rebecca will take the time to understand your financial situation, goals, and risk tolerance. She will then develop a personalised financial plan that outlines strategies to help you achieve your objectives. You can expect a collaborative and transparent process, with ongoing support and guidance.
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