Rebecca Fergusson

Main Street Financial Solutions Pty Ltd

Gold
25 Yrs Experience
Hobart, TAS 7000
Rebecca Fergusson is a Certified Financial Planner with a strong background in accounting (Certified Practising Accountant). Rebecca has been providing strategic financial planning advice to private clients, business owners, self managed super funds and charitable foundations for over 20 years. Rebecca holds a Bachelor of Commerce degree from the University of Tasmania and is also a Certified Practicing Accountant (Financial Planning Specialist). She has completed a Diploma of Financial Planning through Deakin University and qualified as a Certified Financial Planner. Rebecca was involved with the Hobart Chapter of the Financial Planning Association of Australia for a number of years (including time as Chair). She is a graduate member of the Australian Institute of Company Directors. Rebecca was named in the top practitioners in Australia for the Personal Investor Masterclass in 2000 and 2013 and was awarded the Investor's Adviser Australian Adviser of the Year Award for 2002. She completed the LRS ® Life Risk Specialist Program in 2013 and was awarded top student nationally for the subject LRS Life Risk Principles for Professional Planners. Rebecca has been interviewed in various magazines, has been a contributor to numerous publications and has spoken at a number of conferences. Rebecca specialises in strategic financial planning, insurance and investment advice for private clients, Self Managed Super Funds (SMSFs) and small businesses. Her focus is on developing long term relationships to enable her clients to achieve their financial and, ultimately, personal objectives and goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Main Street Financial Solutions was established as a boutique fee for service business with the objective of providing professional, personalised, accessible and cost effective advice. The initial appointment is at our cost as we need to invest time in you to understand your personal circumstances, needs and objectives before we can determine whether we can add value. Fees will be discussed at the initial meeting.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Main Street Financial Solutions Pty Ltd

Level 2, 144 Collins Street
Hobart, TAS 7000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Integrity Financial Planners Pty. Ltd.

AFSL 225051

5.00
8 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—8 of 8

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5.00

"Main Street Financial Solutions is a financial services organisation that is professional, client focussed, team based, and are always looking at ways in which they can improve the client experience. I have referred by parents to see Charles and Rebecca in relation to their financial affairs and I will continue to refer family and friends to them where appropriate. A great business run by great people that gives their clients a great outcome."

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

"'I work with Charles and Rebecca at Main Street, and enjoy working with them both. Having a team based approach is really what sets them apart from other advisers. They have provided me with a long term strategic plan that will enable me to live the life I want to live and also assist in leaving a legacy for my son. I would highly recommend them both to any prospective client. See https://www.youtube.com/watch?v=UVx-l8ymxiQ '"

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

"I have known both Charles Badenach and Rebecca Fergusson in a professional capacity for a period exceeding more than 13 years. Their knowledge and experience in the financial industry along with their professionalism has always exceed expectations. I would have no hesitation in recommending either Charles or Rebecca to any prospective client, relative or friend. Great people developing a great business"

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

"After having gone through a relationship breakdown Rebecca has been an invaluable source of guidance, and support. Rebecca's professionalism, accessibility , knowledge and advice have enabled me to move forward with my life. I could not imagine how I would have coped without Rebecca's help."

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

"Rebecca has been an invaluable mentor, adviser, and strategic adviser for us. We have appreciated her guidance, support and professional advice as we transition to retirement. We have and will continue to refer Rebecca and her team at Main Street Financial Solutions to friends and family. We could not be happier !"

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

"Absolute 'A' grade with an accounting background, a number of national awards Rebecca is in a class of her own in Tasmania . I highly recommend Rebecca to anyone seeking financial advice."

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

"With Rebecca's background as an accountant she has been able to provide us with strategic direction as we transition to financial independence. We have really appreciated her advice and it has been invaluable in improving our financial position. We would have no hesitation in recommending Rebecca to family and friends. We are forever grateful for our friend who recommended Rebecca to us."

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

"Seeing Rebecca has been a life changing experience for our family. Rebecca has provided us with direction, advice and guidance in what has been a difficult period for us. I would have no hesitation in recommending Rebecca, we have found an adviser that offers professional, personalised, unaligned, accessible fee for service advice ."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
1997

Financial Planning Specialist (FPCA)

Level
0 - Training / Exam / Other
Institution
CPA Australia (CPA)
Completed
2000

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
1994

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Associate

Financial Planning Association of Australia (FPA)

Membership type
Associate

The Tax Institute

Membership type
Associate
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