About Us

Hello and Welcome to Rebel Wealth Management.

I started studying financial planning when pregnant with my second child in 2010 whilst selling reinforcing mesh, bar and fences at the time in my hometown of Wagga Wagga, NSW. Knowing this was not the right pathway for me, (although designing fencing was the only time I needed to use Pythagoras' theorem in my adult life), I was dedicated to nurturing and building my financial planning career.

 
Fast forward to starting with a large accounting and financial advice firm, I gained my first financial service experience in administration support to two senior Financial Advisers. I progressed to paraplanning and then moved to self-employed paraplanning when relocating to Queensland. My prior financial advising experience was with two large financial services companies. I am now enjoying the flexibility of self-employed financial advising.
 

As an experienced financial adviser and the proud Director of Rebel Wealth Management Pty Ltd my mission is crystal clear: Empower a select group of clients to seize control of their financial destinies and live their best lives.

I have three children & two dogs!  

If that's not enough, I have started studying Master of Financial Planning with only three subjects to go! 

I have lived in NSW, Victoria, ACT and now call Central Queensland home. I am lucky to have a broad personal and professional network and enjoy servicing clients from all over Australia.

Outside of work, I love enjoying adventures with the kids, traveling and exploring new places in Australia and overseas and do love a good bake up and nurturing a humble veggie patch.

Experience That Counts 

With over 14 years in the financial realm, I've embarked on a thrilling journey where I've had the privilege to work closely with hundreds of people just like you. Each with their own unique needs, goals, and approach to their finances. My tailored and comprehensive approach allows me to provide truly personalised guidance. 

Passion for Financial Literacy 

My heart is firmly set on nurturing financial literacy and money management skills. Knowledge is the passport to financial freedom, and I'm committed to arming my clients with the insights and tools they need for well-informed financial decisions. 

Areas of specialisation 

•Cash flow management •Debt management •Wealth creation strategies •Personal insurance & wealth protection •Superannuation •Retirement planning 

Qualifications and Professional Accreditation

•Currently studying Master of Financial Planning 

•Fellow Chartered Financial Practitioner

•Graduate Diploma of Financial Planning 

•Advanced Diploma Financial Planning 

Memberships

•Financial Advice Association Australia 

•SMSF Association Australia  

Hi there, my name is Jess, and I’m excited to be assisting clients on their Rebel Wealth Management journey.

Outside of work, I’m a proud mum of one and owner of our geriatric dog, Jaz. I’m also passionate about skulls and tarot, enjoy all genres of music, love cooking, and treasure time spent with my young one.

I look forward to working with you! 

Experience That Counts

With over 17 years of experience in administration, spanning agriculture, taxation, financial auditing, financial planning, accountancy, and heavy vehicle service advising, I bring a diverse skill set to the team.

I was a former family business owner, where I wore many hats—from chauffeur and cook to office manager, bookkeeper, and even machinery operator. This hands-on experience across various areas of the business has given me a deep understanding of operational efficiency, which I now apply in my role to support Rebel Wealth Management.

Areas of specialisation

Originally from Wagga Wagga, NSW, I hold a Certificate III in Business Administration and a Certificate III in Financial Services. My goal is to ensure that day-to-day operations run smoothly, allowing the team to focus on delivering exceptional financial planning services.

Hello, my name is Karla, and I’m thrilled to be supporting clients with Rebel Wealth Management.

Outside of work, I love spending time at the beach, catching up with friends, and cooking for my family - especially trying my hand at Korean cuisine. I believe in building meaningful connections and maintaining a healthy work-life balance.

I look forward to working with you.

With 10 years of professional experience, I have spent four years in the customer service industry and six years in wealth management and financial services. 

In my previous role, I worked with a Canadian financial services company, where I gained valuable experience in client service and financial operations. 

I specialise in assisting with client advice service, supporting the team, and ensuring financial advice processes run smoothly behind the scenes.

I hold a Bachelor's degree in Customs Administration and bring a strong background in financial services operations. 

My focus is on helping Rebel Wealth Management maintain exceptional advice standards while making the client experience seamless and stress-free.