GAME PLAN

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Get to know us

Rebecca

Bec

Managing Partner 

Alicia

Principal Adviser

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Our story

Located in the lush greenery of East Melbourne, we’re ready to hear your story and how we help you achieve your ideal life.

After honing our skills in the world of ultra-high-net-worth retirees, we had an epiphany; why not provide the same tailored service to those who are in the thick of building their wealth. 

We created a business to serve people like ourselves – we both have busy careers with young families and at a life stage where important life decisions need to be made.

We’re here to help you optimise your financial situation, reach your goals faster and enjoy life on your terms.

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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”. 

Alicia

I was raised by hardworking parents who taught me the importance of saving and being thoughtful with money. Thinking about money and planning always felt natural to me, but it didn’t occur to me at the time that I could pursue it as a career path.

As such, I followed dad’s footsteps into Engineering, and whilst studying Engineering appealed to the detailed and methodical side of my personality, I realised very quickly that I wasn’t passionate about it.

This led me to pursue a career in Financial Planning. Through hands-on experience, I learned the power of investing and building wealth (knowledge I wish I had earlier!). After eight years working in a boutique wealth management firm, helping high-net-worth clients, I’m now driven to empower hardworking individuals and families to take control of their financial futures and offering the guidance they need to achieve lasting wealth and freedom.

Qualifications 

  • Graduate Diploma Financial Planning
  • Bachelor of Engineering (Environmental)
  • Member of the Financial Advice Association Australia