Rebecca Fergusson

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.