Rebecca Harrison
Client services
With more than 30 years of experience working directly with clients across multiple industries, Rebecca brings a deep understanding of people, service, and the importance of meaningful relationships. At Focused Advisers, Rebecca works closely alongside the adviser to help guide clients through their financial journey. Her role ensures that every step of the advice process runs smoothly, from initial conversations through to implementation and ongoing support. She is passionate about creating a positive and seamless experience for every client who works with the firm.Since:
2020Experience:
AdministrationPhone:
(07) 5571 7388Download:
Philosophy
Rebecca believes that life has a way of bringing the right people together at the right time. Her philosophy is that meaningful connections are rarely accidental; rather, they occur when values, timing, and intention align. Through her work, she hopes to support and serve those who find their way to Focused Advisers when they need guidance most.
Expertise & Approach
Coordinating and supporting the client advice journey
Managing client communication and ongoing service
Implementing financial strategies and processing documentation
Liaising with superannuation funds, platforms, and providers
Preparing client review documentation and reports
Maintaining client records and compliance requirements
Ensuring a smooth and professional experience for every client interaction
Commitment to Clients
Rebecca is committed to providing a high level of care, organisation, and attention to detail throughout the entire client journey. She understands that financial decisions are deeply personal and believes that clear communication, trust, and support are essential in helping clients feel confident and comfortable throughout the advice process.
Professional Background
Rebecca’s career spans more than three decades of working closely with people in client-focused roles across several industries. Her experience has given her a strong ability to understand client needs, communicate clearly, and create a supportive and welcoming environment for those seeking guidance.
Her diverse background brings a unique perspective to the financial advice process, allowing her to support clients with both professionalism and genuine care.
Interests
Outside of the office, Rebecca enjoys exploring subjects that expand her perspective on life and human potential. She has a strong interest in quantum physics and enjoys reading and learning about new ideas. Rebecca also values wellbeing practices such as yoga and loves spending time with her beloved fur babies.