Rebecca has worked in financial services for over 17 years.
Rebecca brings over 25 years of experience in financial services to her role at Koda Capital, where she has been part of the team since 2018.
Before joining Koda, Rebecca spent 7 years at NAB/MLC — first recruiting advisers and support staff, then helping self-employed advisers sharpen their client service, from how they communicate their value to how they manage relationships day to day. She also worked as a paraplanner at a boutique firm while on maternity leave.
Rebecca holds a Diploma of Financial Planning (RG146) and works alongside Brendan Jones and Jeanette Kassa, servicing high-net-worth clients and not-for-profit organisations. Her caring, nurturing approach means clients always feel well supported and taken care of.
Outside of Koda, Rebecca enjoys spending time with family, staying active, wining and dining, and playing pickleball — her newfound hobby.