Rebecca Webb - Director

 

Rebecca is a Financial Adviser and one of our leaders within our financial advisory division. Rebecca is part of the Leedam Sheppard & Associates team who merged with Y Partners in 2020.

Rebecca has built her expertise through a variety of client-focused roles, including Receptionist, Client Service Officer, Paraplanner, and Associate, giving her a well-rounded perspective on client needs and service delivery.

Rebecca holds a Graduate Diploma of Financial Planning from Griffith University and has completed her professional year, paving the way for her career as a Financial Adviser.

Rebecca is passionate about financial planning and takes pride in helping individuals and families take a proactive and informed approach to managing their finances. Outside of work, Rebecca enjoys travelling and spending quality time with her husband and family.

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Qualifications
Diploma of Financial Planning
Graduate Diploma of Financial Planning

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Areas of expertise
Tax-effective wealth management • Retirement strategies • Self-managed
superannuation • Personal insurance