Meet the Team

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Rebecca Heaney - Paraplanner

 

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 and Client Service Officer, supports her current role as a Paraplanner.

 

Rebecca, along with the other Paraplanning team members, produce compliant advice documents for our clients.

Qualifications

Diploma of Financial Planning

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