Rebecca Ellis, FPFS
Head of International Advice
Rebecca has acquired a wealth of knowledge within the international financial planning industry, which is backed up by her industry qualifications.
Rebecca is a chartered financial planner and a fellow of the Personal Finance Society, with the highest level of qualification in the UK.
She graduated with a first-class honours degree in financial services. Since moving to the Middle East eight years ago, she has assisted expats with their financial planning needs.
Rebecca provides expert guidance and technical support to AHR Australia clients and her colleagues, focusing on retirement planning, tax planning and repatriation needs.
Rebecca is able to articulate complex financial planning into simple and understandable information for clients.
Areas of Expertise
• Pension Analysis, Advice and Management
• Pension Planning
• Retirement Planning
• Lifetime Allowance Planning
• Inheritance Tax Planning
• Succession Planning
• Tax Advice
• Tax Structuring
• Tax Planning
• Wealth Management
• Private Client Wealth and Estate Planning
• Complex Multi-Jurisdictional Financial Planning
• Education Fee Advice & Planning
• High Net Worth & Ultra High Net Worth
Qualifications & Awards
Chartered Financial Planner Fellow of the Personal Finance Society
Regions Covered
- Worldwide
