“I listen to really understand what the desired outcome is. I then develop practical solutions and strategies to bring this vision to life.”
Rebecca Xenita joined Talem Wealth in 2018 and brings a wealth of experience to the team. Rebecca is passionate about finding ways for our advisers to provide high-quality advice to their clients in a way that is timely and efficient and makes a meaningful impact on their lives.
Rebecca worked as a Financial Adviser before moving into the corporate world of financial services. Here she managed advice policy, best practice and adviser training and large-scale projects in advice technology, process efficiency and integration of advice businesses within the retail and industry super sectors.
Rebecca holds a Bachelor of Law, Bachelor of Business, Advanced Diploma of Financial Services and she is a Change Management Registered Practitioner.