Rebecca Mossman
Financial Adviser, Regional Head of Advice
Rebecca Mossman – Financial Adviser, Regional Head of Advice
Rebecca joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Rebecca worked as a Financial Adviser for Pinnacle and has 15 years of experience as a Financial Adviser. She enjoys working with clients and developing trusted, long-term relationships with her clients.
Outside of work, Rebecca spends her time moonlighting as a taxi driver for her son and two daughters who seem to find activities to do every weekend.
Rebecca’s favourite part of the weekend is going for a run with friends in the early morning and then spending time at the beach with her family. She’s looking forward to exploring more of Australia with her family in their caravan.
Areas of Specialty
- Wealth Creation
- Retirement Planning and Structures
- Risk advice
- Debt Advice
- Home Loans
Studying
- Masters in Financial Planning
Qualifications and Professional Accreditations
- Adv Diploma Financial Planning
- Accredited Mortgage Broker (AMC)
- Bachelor of Health Science (OT)
- Most Trusted Adviser 2023
