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Bec

Bec

Growing up in Australia to migrant parents, money always meant safety and security to me. Watching my parents handle money wisely also meant watching them unlock possibilities. From giving me and my brother a stellar education to travelling overseas every year and owning their family home, money was simply a pathway to their ideal life.

In 2009, I started an internship at a small financial planning practice. It opened my eyes to the world of financial planning as a genuine career path. It wasn’t just about numbers, it was about people – helping people get unstuck, map out their goals and help them practically achieve them.  I quickly realised, that this was the only thing I wanted to do with my career.

After soaking up 2.5 years of wisdom at the small practice, I then spent the next 13 years in comprehensive wealth management firm for high-net wealth individuals, before teaming up with Alicia to start Game Plan Wealth Advisers, where the adventure continues!

Over my career, I have helped people with a diverse range of needs and I pride myself on my empathetic and down-to-earth approach.

Qualifications 

  • Bachelor of Business (majoring in Financial Planning)
  • Member of Financial Advice Association Australia (FAAA)
  • Registered tax (financial) adviser

Favourite Quote

“Some people are so poor, all they have is money”.