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Rebecca Soans

 Rebecca Soans

Share profile:
1A Sirius Avenue Level 2
Mosman
NSW
2088
AU

Overview CONTACT THE ADVISER

Rebecca Soans Rebecca Soans

total Reviews

8

Experience

14yrs

Status

Gold

Overall Adviser Rating

82

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Soans Financial Advice
Soans Financial Advice

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Dover
Dover
Expertise
Building SuperBuilding Super
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Preparing for RetirementPreparing for Retirement
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
UK PensionsUK Pensions
My fees
  • Free Initial Consultation

I work on a fee-for-service basis. Once we have talked about your situation and objectives I provide a quote, and I can offer various payment options.

Latest Customer Reviews (3 of 8 total)See all

"Amazing service for the last 2 years, I have recommended Rebecca to my family and relatives numerously. Rebecca really cares of my needs, everything that she recommended me for has benefitted me. She always answer my questions promptly, kindly and I never felt judged. All fees are clearly stated upfront and no hidden fees ever! "

Leona, Under 35 12 Jan 2018

"Rebecca has been great. For the first time in my life I feel that my finances are organised and structured purposefully. Rebecca understood immediately my need for financial independence. I know that I can speak to her at any time about my arrangements. That is important to me. "

Jennifer, 56-65 11 Jan 2018

"Rebecca was amazing in helping me get my super out of UK and back to Australia. Very prudent advice and excellent knowledge of the market and what suits best. Highly recommended with very personal tailored service."

Mary Anne, 46-55 11 Jan 2018

History & Qualifications CONTACT THE ADVISER

My membership
Awards
  • No award found
Years of experience
  • 14 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 2
1A Sirius Avenue, Mosman
NSW 2088 Australia

Office hours

Monday:   8AM to 8PM
Tuesday:   8AM to 8PM
Wednesday:   8AM to 8PM
Thursday:   8AM to 8PM
Friday:   8AM to 5PM
Saturday:   9AM to 1PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 8 Total Reviews
Leona, Under 3512 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Amazing service for the last 2 years, I have recommended Rebecca to my family and relatives numerously. Rebecca really cares of my needs, everything that she recommended me for has benefitted me. She always answer my questions promptly, kindly and I never felt judged. All fees are clearly stated upfront and no hidden fees ever! "

Jennifer, 56-6511 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Rebecca has been great. For the first time in my life I feel that my finances are organised and structured purposefully. Rebecca understood immediately my need for financial independence. I know that I can speak to her at any time about my arrangements. That is important to me. "

Mary Anne, 46-5511 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Rebecca was amazing in helping me get my super out of UK and back to Australia. Very prudent advice and excellent knowledge of the market and what suits best. Highly recommended with very personal tailored service."

Sue, 65+11 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I was introduced to Rebecca for her unique understanding of both the UK and Australian tax systems, which was extremely useful at that time. Most importantly she listened, then came back to me with a personalized plan. Which we discussed in financial terminology I could understand, again this was essential to me! She has helped resolve my varied and somewhat wide range of financial issues. Rebecca continues to support me as I approach retirement."

Victoria, 56-6510 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Financial advice, stock market knowledge, superannuation and insuranceI It's all murky jungle out there but Rebecca makes it much clearer to understand with her comprehensive and unbiased knowledge plus she listens and cares. I have been through that jungle and have not had too much joy with previous Financial Advisors until Rebecca was highly recommended to me. "

Murray, 35-4510 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been using Rebecca for almost 2 years now and have her found advice extremely valuable. We would highly recommend Rebecca!"

Maxine, 46-5510 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Having had no previous experience or knowledge of investing in a share portfolio, Rebecca was able to explain it to me in a way that was easy to understand and gave me the confidence to take that first step into investing in shares. Her on going support and advice has been exceptional and I would have no hesitation in recommending Rebecca."

Gwenda, 65+10 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Rebecca is a qualified smart and business savvy financial advisor who was recommended to me by a friend. She established a significant portfolio of investments for me in 2015 which have been performing well despite a difficult global market. I approached her at a time when I was exiting a business partnership and her support and advice on how to proceed with my finances was invaluable. She is my "go to" person in all things financial!"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Savings Investment
STRENGTH
7
Customers

#2
Preparing For Retirement
STRENGTH
6
Customers

#2
Tax Effective Strategies
STRENGTH
6
Customers

#3
Building Super
STRENGTH
4
Customers

#3
Insurance Protection
STRENGTH
4
Customers

#4
Eco Friendly Investments
STRENGTH
3
Customers

#4
Estate Planning
STRENGTH
3
Customers

#4
Socially Responsible Investments
STRENGTH
3
Customers

#5
Household Budgeting
STRENGTH
2
Customers

#5
UK Pensions
STRENGTH
2
Customers

x

Overall rating

82%

Rebecca Soans

Company: Soans Financial Advice

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Rebecca Soans is a member of and in what capacity, the licensee or company of Rebecca Soans and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Rebecca Soans (see report card scoring)

Qualifications: 25%

Compliance: 86%

Experience: 50%

Quality of Advice: 0%

Customer Satisfaction: 0%