Rebecca (Bec) Scarrabelotti, Cfpⓡ Email & Phone Number

Brisbane City, Qld, Au

Brisbane, Queensland, Australia

I empower my clients to make life decisions that are right for them by putting their personal and financial goals and needs first, and providing advice that is easy to understand. With more than 15 years of experience in specialist roles within superannuation, financial planning, wealth and insurance, and education, my clients value the sounding board, ongoing support, personalised advice, and expertise I provide relating to money, financial matters, and decisions that will help them grow and… Show more I empower my clients to make life decisions that are right for them by putting their personal and financial goals and needs first, and providing advice that is easy to understand. With more than 15 years of experience in specialist roles within superannuation, financial planning, wealth and insurance, and education, my clients value the sounding board, ongoing support, personalised advice, and expertise I provide relating to money, financial matters, and decisions that will help them grow and protect their wealth, placing their priorities and values at the centre of their plans. I’m based in the Milton office in Brisbane but take care of clients across Australia. Show less

Brisbane, Queensland, Australia

After the principal and another senior adviser were guest speakers at Sunsuper's adviser technical development training sessions, a few years later I accepted a role with Tupicoffs. As a Certified Financial Planner and holistic advisor, more than 25% of my client base referred their family members and friends to me (without being asked!). My thoroughness, technical ability, positive approach, and love of people have seen me bring on some of the most satisfied clients, and some of the most… Show more After the principal and another senior adviser were guest speakers at Sunsuper's adviser technical development training sessions, a few years later I accepted a role with Tupicoffs. As a Certified Financial Planner and holistic advisor, more than 25% of my client base referred their family members and friends to me (without being asked!). My thoroughness, technical ability, positive approach, and love of people have seen me bring on some of the most satisfied clients, and some of the most successful individuals and families. Show less

Brisbane, Australia

Brisbane, Australia

The approach at Capital Focused was holistic and I was involved in all aspects of the advice process. My time at this boutique helped me to identify my main driving reasons for being an adviser: to help people with their own unique goals and objectives, and my love for forming strong relationships with clients.

Brisbane, Australia

Moving to Canstar was a decision I made to further strengthen my technical skills in financial services - I threw myself into financial modelling, coding, and analysis while being responsible for Canstar’s suite of wealth and insurance product ratings across Australia and New Zealand. I kept myself sane by surrounding myself with people - I managed a team of research analysts, and cross-functional ratings teams. The role had a strong focus on interpreting results and communicating these to… Show more Moving to Canstar was a decision I made to further strengthen my technical skills in financial services - I threw myself into financial modelling, coding, and analysis while being responsible for Canstar’s suite of wealth and insurance product ratings across Australia and New Zealand. I kept myself sane by surrounding myself with people - I managed a team of research analysts, and cross-functional ratings teams. The role had a strong focus on interpreting results and communicating these to product providers and the industry which I did internally and in interstate presentations and in the media. My keen eye for detail meant I was responsible for writing or signing off on all wealth and insurances media releases. Show less

Brisbane, Australia

In my role as a financial adviser, I provided advice, education and guidance to members and prospective members of this industry superannuation fund, predominantly regarding retirement planning, contribution strategies, Centrelink, and investments and insurance within superannuation. My empathy for others and love for meeting new people meant I thrived in this role while helping people understand how superannuation fit into their overall financial plan.

Brisbane, Australia

Brisbane, Australia

My role at Elliotts (an accounting and financial planning boutique with high net worth clientele) was focused on attracting and retaining high net worth clients by developing, co-ordinating and overseeing the implementation of the firm’s client retention, marketing and client generation strategies. I oversaw the development of two new websites, prepared content for promotional letters, organised client education-focused seminars and events, and designed and co-ordinated a series of educational… Show more My role at Elliotts (an accounting and financial planning boutique with high net worth clientele) was focused on attracting and retaining high net worth clients by developing, co-ordinating and overseeing the implementation of the firm’s client retention, marketing and client generation strategies. I oversaw the development of two new websites, prepared content for promotional letters, organised client education-focused seminars and events, and designed and co-ordinated a series of educational email and newsletter campaigns. My success in this role prompted me to want to not only attract but then personally help clients myself. Show less

Osaka, Japan

Before settling into a career in finance, I spent 4 years in Japan teaching business English via video-conferencing, and training and mentoring other instructors for the largest language school in Japan (Nova - with over 10,000 employees at the time). This role strengthened my presentation skills and my ability to simplify concepts, build rapport and to quickly identify and address each specific client’s needs.

Hamilton, New Zealand

At the University of Waikato (commonly cited as having the most prestigious Management School in New Zealand), I was invited to tutor economics subjects for university tutorial classes. I simplified lecture material in tutorial classes, ran consultancy sessions, and marked assignments, tests and exams. I first began presenting and simplifying complex concepts. The positive feedback my students and boss gave prompted me to consider a career where I can help people understand things that are… Show more At the University of Waikato (commonly cited as having the most prestigious Management School in New Zealand), I was invited to tutor economics subjects for university tutorial classes. I simplified lecture material in tutorial classes, ran consultancy sessions, and marked assignments, tests and exams. I first began presenting and simplifying complex concepts. The positive feedback my students and boss gave prompted me to consider a career where I can help people understand things that are usually thought of as being complicated. At the time I was studying corporate finance, portfolio management, and economics and didn't yet know this would lead me to a career of helping people to make good decisions with their wealth. Show less

Ethics And Professionalism In Financial Advice, Financial Planning, High Distinction

Completed the 'Ethics and Professionalism in Financial Advice' unit in line with the mandatory requirements of the financial planning.

Certified Financial Planner (Cfp)

Passed Chartered Financial Analyst Level 1 Exam On First Attempt

Advanced Diploma In Financial Services, Financial Planning

Diploma In Financial Services, Financial Planning

Master Of Management Studies, Applied Economics And Finance, First Class Honours

-Admitted to Golden Key International Honour Society, 2002. -Taught Business Economics and Macroeconomics tutorial classes.