About Soans Financial Advice
Director & Adviser Profile – Rebecca Soans
After completing a Masters degree in Law at Cambridge University Rebecca began her career in investment banking as a fixed income trader. She worked for two London-based banks then in 1995 moved with JP Morgan from London to Sydney.
When Rebecca eventually left the trading desk she was keen to make use of her many years’ experience in financial markets, so she completed a Diploma in Financial Planning through the Financial Planning Association. This was followed by seven years with Platinum Asset Management, the funds management business specialising in international equities run by Kerr Neilson.
In 2013 Rebecca renewed her financial adviser’s licence; her particular area of interest is retirement planning for women. She is a member of the Association of Financial Advisers (AFA) and is authorised to advise on investments; superannuation (including self-managed superannuation); life insurance and other risk insurances; debt management; cash-flow management; and retirement planning.
Rebecca works in Sydney and also in Wollombi in the Lower Hunter Valley where she and her partner have a rural property that is home to several horses, two cats and a Jack Russell Terrier.
Soans Financial Advice is licensed by Lifespan Financial Planning AFSL 229892; click here to download Lifespan’s Financial Services Guide.
For Rebecca’s Adviser Profile click here.
How can we help you?
Meet the team
Accountant and Tax Planner
Nikki provides tax and accounting services to both individuals and businesses. Originally from the UK, Nikki moved to Sydney where she managed a CBD accounting firm before setting up her own practice; she thrives on building client relationships and being proactive in tax planning issues
Liz is experienced in life insurance, disability insurance and income protection. She helps clients to navigate this minefield and provides affordable solutions, tailored to each client’s personal situation. If clients choose, insurance policies can be structured so that commissions pay for the adviser’s work thus reducing the client’s upfront costs.
BAS Agent and Bookkeeper
Maxine is a registered BAS agent and an experienced bookkeeper; she is proficient in all the major software systems including MYOB and Xero. She is known for her efficiency, eye for detail and ability to meet deadlines.
Additional Referral Partners
We are able to refer our clients to mortgage finance specialists and to solicitors for estate planning and a range of other legal services.
Soans Financial Advice Pty Ltd (CAR Number 464491) and Rebecca Soans (AR Number 436618)
are authorised representatives of Lifespan Financial Planning AFSL 229892.