Rebecca Poynton

FMD Financial

Gold

8 Yrs Experience

Melbourne, VIC 3000

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I've been involved in the financial services industry for over 20 years, am a fully qualified financial adviser 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.

The Melbourne CBD and Geelong CBD are my bases and I'm happy to meet face-to-face, chat via phone or connect via video call.

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.

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Aged Care
Cashflow & Income
Socially Responsible
Growing Assets

We charge fees according to the areas of advice you need and the complexity of the advice. For example, helping to set up and run / manage your SMSF will attract a higher fee than if we help you set up and run / manage your super with a retail fund or industry super fund.

5.00 February 2021

Rebecca's advice regarding Aged Care for three of our elderly parents was invaluable. Her advice was always clear, concise and in particular always took into consideration the individual personal needs/concerns of each parent. We have continued to liaise with Rebecca and feel fully confident in her ability to support and problem solve some difficult issues.

5.00 November 2020

Rebecca handled the process of our Mother's move into residential aged care in a most competent manner. We would not have been able to manage without her help and knowledge. Negotiating the residency contract on our behalf saving us many thousands of dollars, ongoing engagement with Veterans Affairs Department, comprehensive strategies development, fees transparency, and ensuring our clear understanding of all areas , were to us, the most beneficial aspects of Rebecca's engagement.

5.00 November 2020

Rebecca was extremely professional, in all parts that were needed for our mother financial care. I would recommend Rebecca highly to anyone who needs her services. Rebecca was always available to either email or by phone.

5.00 November 2020

I found Rebecca to be friendly, efficient and very knowledgeable in all the aspects of my financial affairs. If she didn't have an immediate answer Rebecca would always do her research and pass on the necessary advice as soon as she acquired it. Rebecca always explained her reasoning for the advice she was giving me, especially in relation to tax law issues, probate arrangements and superannuation structures. I wouldn't hesitate to recommend Rebecca to others seeking financial advice.

5.00 November 2020

Rebecca is a delight to work with. As a client who wanted honesty and to be listened too. Rebecca was extremely informative and always considered carefully my immediate and future needs. Rebecca answers all queries and concerns with expertise and is very knowledgeable. She takes time to inform and reassure you of financial advice and plans. Would and have highly recommended her to family and friends

Adviser status Gold
Rating 5.00
Number of reviews 7
First year providing advice 2018
Years of experience 8
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Languages spoken
- English
- Italian