Rebecca Heaney - Associate

 

Rebecca is part of the Leedam Sheppard & Associates team who merged with Y Partners in 2020. She joined the firm in early 2013. Her strong commitment to client services and exposure to different roles including former Receptionist, Client Service Officer and Paraplanner, supports her current role as an Associate.

 

Rebecca will soon be finishing her Professional Year. From there, Rebecca will be able to commence a new stage of her career as a Financial Adviser.

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Qualifications

Diploma of Financial Planning

Graduate Diploma of Financial Planning