Name: Rebecca Fairlie.
Job: Wealth manager.
What qualifications do you have?
A Diploma of Financial Planning (DFP) from Deakin University and Certified Financial Planning (CFP) status, which is the highest qualification in the financial planning industry.
Where do you work?
I work in the Wealth Management Division at Macquarie Bank.
What attracted you to the job?
I started my career in lending. I took an interest in financial planning after seeing how diverse the role is.
Sometimes I joke that I’m a financial planner, accountant, bank manager and counsellor. No two clients’ situations are ever the same, so I knew that the role would remain challenging every day.
What if you had to choose another career?
I love being outdoors and staying fit so, if I wasn’t a wealth manager, I’d like to be a professional athlete or health and fitness instructor/trainer. I’m actually an accredited fitness instructor and I instruct boot camp before work.
Best part of the job?
Making a real difference to a client’s financial position and seeing the positive results and having happy clients.
Worst part of the job?
Advice to others wishing to pursue a similar career?
I’m part of a new program in Macquarie, which teams people with less than five years of experience in the industry with senior wealth managers. You get a broader range of experiences and you get to deal with a wider range of interesting clients with different needs earlier in your career than you would otherwise.
The Diploma of Financial Planning is a great introduction to the industry, because you can get a feel for whether it really is for you — or, even better, if like me, you have experience as a paraplanner, to put the theory into practice.
What’s the best investment you have ever made?
I believed in the growth opportunities in Asia and India for some time before it became mainstream. As a result, a number of my clients have enjoyed some fantastic returns.
Continue forging strong relationships with my clients and helping them achieve their goals.
The Sunday Telegraph, April 16, 2006.