Rebecca has worked in financial services for over 17 years.
Rebecca started her career at NAB/MLC recruiting advisers and support staff for all aligned businesses. She then moved to the Business Development and Consulting Team, where her expertise was used to help self-employed advisers improve their businesses in a number of ways, from articulating their value proposition to clients, advice delivery and client management.
After a short break to start her family (Liam, Chloe and Tadhg in quick succession), Rebecca worked for a small, boutique business as a paraplanner, writing statements of advice for advisers all over Australia.
At Koda, Rebecca provides support to the Melbourne Adviser Team and works directly with Brendan Jones. Rebecca loves meeting clients and building relationships with them to further enhance the advice Koda is able to provide them.