At Rebellis Financial Services, our mission is to provide exceptional financial planning services to our clients, and our recent partnership with Financial Services Group Australia has allowed us to expand our reach to clients all around Australia. We once upon a time specialized in change management and investment consultation for companies in different industries, and our unique investment approach has enabled us to assist a diverse range of clients in achieving their financial goals and planning for a comfortable retirement.

Our commitment to prioritizing our clients' best interests and following a "nobody left behind" mindset sets us apart in the financial planning industry. We take a personalized approach to each client's financial situation, providing tailored guidance and support to help them achieve their financial objectives. Our investment services cover a range of products and services, including managing investment portfolios, providing personal financial advice, and offering access to a multifaceted range of investment vehicles across different platforms.

We believe that exceptional customer service is a hallmark of successful investment services companies. We go the extra mile to ensure our clients receive the attention and respect they deserve, and we strive to build strong, long-term relationships with each client. To us, clients are not just anonymous numbers; they are an integral part of our community and family here at Rebellis Financial Services.

Our team of experienced financial planners is dedicated to staying up-to-date on the latest market trends and industry developments to provide the most relevant and timely advice to our clients. We are committed to minimizing risks and maximizing returns while maintaining a high level of transparency and integrity.

At Rebellis Financial Services, we are passionate about helping our clients achieve their financial goals and secure a comfortable retirement. Whether you are an individual or a company, we are here to provide tailored guidance and support to help you succeed financially.

Message from the director

As the Director and Head of the Investment Committee at Rebellis Financial Services, I am writing to express the importance of compassion and teamwork at our firm. We understand that financial planning can be a complex and sometimes daunting process, which is why we are committed to providing you with the best possible guidance and support.

At our firm, we prioritize compassion in everything we do. We understand that each of our clients has unique hopes, fears, and dreams, and we are committed to providing personalized guidance and support to help you achieve your financial goals. By showing empathy and kindness, we hope to build lasting relationships with you based on trust and respect.

Teamwork is also critical to our success as a firm. Our team of experienced professionals works closely together to share knowledge and expertise and develop innovative solutions to meet your needs. We are committed to supporting each other and working towards a common goal to ensure that you receive the best possible service.

As a valued client, we want you to know that we are here to support you throughout your financial journey. Whether you need help with retirement planning, investment management, or estate planning, we are here to provide guidance and support every step of the way. We are committed to working with you to achieve your financial objectives and ensure your long-term financial security.

Thank you for choosing our firm as your trusted financial planning partner. We look forward to continuing to work with you and providing you with exceptional service based on compassion and teamwork.


Caillin Clyne