Financial Adviser - Bec Scarrabelotti

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Bec's extensive experience spans from working with major national financial institutions to roles in a number of extremely successful financial planning boutiques where she has specialised in providing holistic advice to affluent clients with complex needs. She has close to two decades of experience in specialist roles within superannuation, financial planning, wealth, insurance, and education. Bec worked in Japan and New Zealand, then began advising in Australia in 2011. Bec is known for her technical expertise. She has written thought leadership articles for major financial institutions and provided expert commentary for the media. As a mentor, supporting financial advisers and other professionals in their careers is something Bec takes very seriously. She is actively involved with the Financial Advice Association of Australia as a member of the Inspire committee in Queensland.

Bec has impressive qualifications, including graduating with first class honours for both a Master of Management Studies degree (majoring in Applied Economics and Finance) and a Bachelor of Management Studies degree (majoring in Finance and Economics). She is a member of the Golden Key International Honour Society, which is an invitation-only society for students in the top 15% of their cohort for their university studies. She also holds the internationally recognised CERTIFIED FINANCIAL PLANNER® certification, and an Advanced Diploma in Financial Services (Financial Planning).

Bec is the founder, principal adviser, and managing director of Brisbane Independent Financial Advisory Pty Ltd.

"At Brisbane Independent Financial Advisory Pty Ltd, we are a boutique financial planning and advisory firm helping clients across Australia. We take pride in delivering exceptional personalised outcomes to our clients. And being independent means our clients know they are at the centre of every decision, and each step we take together. Through our thorough and considered approach, holistic advice, and unbiased recommendations, you are able to make truly informed decisions."

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets
Wills & Estates

Our fee is paid annually for the 12 months ahead. This covers everything we do – all the advice and strategies we prepare and provide to you, implementation of the advice, our meetings, liaising with your chosen professionals, and access to your adviser as a sounding board. The amount each client pays depends on the work involved in taking care of their needs. This type of pricing is called a ‘fee-for-service’ arrangement. Importantly, our fee is fixed for the 12 month engagement period, and does not change depending on the products or solutions we recommend, or how much we invest for the client. Shortly after our initial meeting, we will confirm the fee for us to take care of you. We will only begin work for you once you have let us know you would like to engage our services.

Adviser status Gold
First year providing advice 2011
Years of experience 14
Highest qualification
- Master of Management Studies (Applied Economics and Finance)
Language spoken
- English