Age: 29
Loan Market
Sydney, NSW / Loan Market
$17,500,000
“Strategic Accounting is a small accounting firm based in St Leonards. Our client base is predominantly small to medium businesses mainly operating out of trusts, and many who own their own commercial property through super. We have used a number of different mortgage brokers over our 10-year history and have struggled to fi nd the perfect fi t for an alliance with our firm. This was never more apparent than after the increased regulations were imposed by APRA around two years ago.
“I met Rebecca in July last year through my financial planning affiliate. I was attracted to her primarily because of her background in accounting and the need in the current lending environment to understand how structuring works and be able to explain the breakdown of financial statements to banks and institutions alike. In the short time I have known her, she has assisted me with a vast array of different lending options, including refinancing goodwill business loans, complex asset purchases, short-term business cash flow lending, bare trust borrowing through superannuation, and residential lending for clients with complex structures.
“Rebecca’s accounting knowledge is complemented by her service skills, with only the highest praise received from my clients about their dealings with her.”
– Andrew Dunstan, partner, Strategic Accounting Advisers
