Rebecca Jayne

Rebecca is a Senior Adviser within the Perks Private Wealth team, where she specialises in guiding clients through strategic financial planning and investment decisions.

Since joining Perks in 2014, after relocating from Melbourne, Rebecca has leveraged her extensive experience, which began in 2006, to help clients achieve their financial goals.

Rebecca is dedicated to making financial planning easy to understand. She is adept at translating complex strategies into clear, actionable steps, assisting clients to see how they can enhance their financial position.

By carefully listening to each client’s unique situation and goals, she provides tailored advice that instills confidence and clarity, ensuring clients are informed about their next steps and how these steps will help them reach their goals.

As an Aged Care Specialist with the Financial Advice Association Australia (FAAA), Rebecca is adept at navigating the complexities of social security and aged care services. Recognising that the transition to aged care can be emotionally challenging, she provides clear and supportive guidance to make the process smoother for her clients.