5 minutes with… Rebecca Walker

Hi Rebecca Walker!

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Rebecca Walker has been in the finance industry for five years. Prior to WE, her most recent position was working as a Financial Adviser in a banking environment, where she gained experience providing financial advice to a wide range of people with different goals and dreams for their life.
Rebecca’s experience in the industry sparked her enthusiasm in making real differences to people’s lives by enabling them to become financially free and live the best versions of their lives they can.
 Rebecca currently holds a Diploma in Financial Planning, an Advanced Diploma in Financial Planning and is currently studying a Financial Planning Degree with Swinburne University to continue her professional development.

So, how would your friends describe you?

 

Rebecca Walker: Happy, hard working, a planner in every sense of the word… I’m WAY too organised!

 

What are you most passionate about?

 

Rebecca Walker: Career wise… That I get to wake up every day and help transform someone’s dream life from a simple thought into a reality. 

 
From a personal perspective… Adventure! I love to explore what Australia has to offer by jumping in our 4×4 and going on camping adventures. My dream is to explore every nook and cranny in Oz that I can!

 

Why did you join the WE team?

 

Rebecca Walker: Prior to WE, I was working as an adviser in a banking environment with predominantly older clients. I had the awesome job of helping people move into retirement and reach their goals, but also the heartbreaking job of helping people work out how they could live comfortably on the Age Pension if they didn’t have enough money. I knew that I needed to be a part of the change and stop this from happening to my generation. 

 

 

Get to know more about Rebecca on her team member page here.

 


Want to chat to Rebecca about how she could help you reach your financial goals? Book in a free Financial Possibilities Consultation:

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Disclaimer: Information contained within this article is of a general nature. Do not be rely upon it when making financial decisions. Please consult a professional financial advisor or planner (like us!) before acting.