Rebecca Poynton

FMD Financial

Silver
4 Yrs Experience
Melbourne, VIC 3000

I've been involved in the financial services industry for almost 20 years, am a fully qualified financial planner and have attained the CFP designation, which denotes the highest level of quality and ethics. 

I provide advice in all areas of financial planning including personal insurances, savings and cashflow, superannuation, Centrelink and retirement planning. 

Providing financial advice to families around their loved one's move into Aged Care is another part of financial planning which is close to my heart, as I've recently helped my mum and mother-in-law with their moves to Aged Care.

My clients describe me as empathetic and straight-talking.  I'd be delighted to speak with you about your financial planning needs so please give me a call.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Socially Responsible

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

FMD Financial

Level 31, 367 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fmd Advisory Services Pty Ltd

AFSL 232977