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 named Monte & Cleo.  If that's not enough, I have started studying Master of Financial Planning. 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 13 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  

Hey there, I'm Alex, and I call Rockhampton my home. 

In my role as a dedicated client support officer, I'm always here with a smile to assist you. Beyond work, I'm passionate about art, exploring both traditional painting and digital creativity. My deep appreciation for 90s dance music is only matched by my affection for animals. The moments I treasure most are those spent with friends and family. It's a pleasure to make your acquaintance!   

Experience That Counts  

Alex has been with Rebel Wealth from the very beginning!  In his previous role with his family business, his experience was in managing various aspects of operations, including financial record-keeping and transaction handling. This experience provided Alex with a solid foundation in financial processes and an understanding of the importance of ensuring accuracy and efficiency in handling financial matters.  

Areas of specialisation

•Client service support 

•Financial administration management

•Record keeping & financial transactional handling 

Hi there! My name is Jess, and I’m excited to be the newest member of Rebel Wealth Management, joining as Regina’s Virtual Assistant. 

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.