Rebecca Poynton

FMD Financial

Silver
4 Yrs Experience
Melbourne, VIC 3000
I've been involved in the financial services industry for over 15 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 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
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

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

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"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."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rebecca was extremely helpful in dealing with all aspects of my mothers financial matters while we placed her into aged care. She gave me confidence that we were doing the right thing with mum's finances to ensure that she will be cared for for the balance of her life. I would have no difficulties in recommending Rebecca to anyone needing financial assistance."

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rebecca Poynton has given me advice on all matters on loan products ,aged care .managing money ,money strategies for the future she is very good at her job and very knowable on every i asked and would not hesitate to tell people about her and highly recommend to any one she know her job and does it well with full attention"

  • Insurance Protection
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2004

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
1996

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Rebecca's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Rebecca able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Rebecca's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Rebecca to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Rebecca?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Rebecca provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Rebecca may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Rebecca Poynton
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens