Rebecca Fergusson is a Certified Financial Planner® Professional with a strong
background in accounting. Rebecca has been providing strategic financial planning
advice to private clients, business owners, self managed super funds and charitable
foundations for over 20 years.
Rebecca holds a Bachelor of Commerce degree from the University of Tasmania and
is also a Certified Practicing Accountant (Financial Planning Specialist). She has
completed a Diploma of Financial Planning through Deakin University and qualified
as a Certified Financial Planner® Professional. Rebecca was involved with the Hobart
Chapter of the Financial Planning Association of Australia for a number of years
(including time as Chair). She is a graduate member of the Australian Institute of
Rebecca was named in the top practitioners in Australia for the Personal Investor
Masterclass in 2000 and 2013 and was awarded the Investor’s Adviser Australian
Adviser of the Year Award for 2002. She completed the LRS® Life Risk Specialist
Program in 2013 and was awarded top student nationally for the subject LRS Life
Risk Principles for Professional Planners. Rebecca has been interviewed in various
magazines, has been a contributor to numerous publications and has spoken at a
number of conferences.
Rebecca has co-written with Charles Badenach two eBooks – “Secrets of Successful
Investors” and “How to Choose your Financial Planner.”
Rebecca specialises in strategic financial planning, risk insurance and investment
advice for private clients, Self Managed Super Funds (SMSFs) and small businesses.
Her focus is on developing long term relationships to enable her clients to achieve
their financial and, ultimately, personal objectives and goals.