Rebecca O'Neill
Financial Adviser
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About
Rebecca O'Neill is an ASIC-registered financial adviser based in Tamworth, NSW, dedicated to helping individuals and families achieve their financial goals. Rebecca holds a Graduate Diploma of Financial Planning from Kaplan Professional (2023) and is a proud member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding the highest standards of professionalism and ethical conduct. Rebecca is authorized to provide advice on a comprehensive range of financial products, ensuring her clients receive tailored solutions to suit their unique circumstances. Her expertise encompasses superannuation, insurance, wealth management, and retirement planning. She also advises on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Rebecca's services include: • Superannuation advice to help you grow your retirement savings. • Insurance solutions to protect you and your family from unforeseen events. • Wealth management strategies to build and preserve your assets. • Retirement planning to ensure a comfortable and secure future. • Investment advice to help you achieve your financial goals. 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 aspirations.
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Frequently Asked Questions
What types of financial advice does Rebecca O'Neill offer?
Rebecca O'Neill provides advice on a range of financial matters, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. She can tailor her advice to your specific needs and goals.
What qualifications does Rebecca O'Neill have?
Rebecca O'Neill holds a Graduate Diploma of Financial Planning from Kaplan Professional (2023) and is a member of the Financial Advice Association of Australia (FAAA).
What is the process for working with Rebecca O'Neill?
The process typically begins with an initial consultation to discuss your financial situation, goals, and concerns. Rebecca will then develop a personalized financial plan tailored to your needs. She will regularly review your plan and make adjustments as needed.
What can I expect during my first meeting with Rebecca O'Neill?
During your first meeting, you can expect a friendly and professional discussion about your financial situation and goals. Rebecca will ask questions to understand your needs and explain how she can help you achieve your objectives. There is no obligation to proceed after the initial consultation.
How can Rebecca O'Neill help me with my retirement planning?
Rebecca can help you develop a comprehensive retirement plan that takes into account your current financial situation, desired lifestyle, and risk tolerance. She can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable and secure retirement.
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