Bec Scarrabelotti
Your expert partner in navigating financial complexity
Morgans has more than $59 billion of funds under management. We have a strong reputation for providing tailored investment advice, but did you know that we also provide comprehensive holistic advice? (And we do it well.)
Bec is one of our holistic advisers based in our Milton office. She tailors a strategy for you that addresses your specific goals and objectives, and considers your entire financial situation (which may include for instance cash, properties, investments, superannuation, life insurances, trusts, companies, and foundations). Her clients are very discerning and are typically retiring or retired business owners, senior executives, or otherwise affluent individuals or families and often have trusts, self-managed super funds, companies, employee share scheme holdings, and other complexity that they want someone else to take care of for them. The strategy she develops and works on depends on what success means for each client, and their priorities in life. One of the most common requests is for reassurance that “everything” is in order and has been thoroughly considered. Often this involves introducing and working alongside estate planning solicitors, accountants, and other professionals. Her annual fee starts at $10,000 a year and goes upwards from there depending on the complexity of your situation and the service that is required.
Bec Scarrabelotti - Senior Private Client Adviser
Bec has a Master of Management Studies degree (graduating with first class honours), majoring in Applied Economics and Finance. She began advising over a decade ago and has over 15 years of experience in specialist roles within superannuation, financial planning, wealth and insurance, and education. After working in Japan and New Zealand, she is Brisbane based but works with clients across Australia. Bec’s clients value the guidance, expertise, ongoing support, and sounding board she provides relating to growing and protecting their wealth. She empowers her clients to make life decisions that are right for them by putting their personal and financial goals and needs first, and providing advice that’s easy to understand.
Latest Webinar - Your UK Pension Pathway
For UK expats, a very common question is “I live in Australia and have a UK pension, but I don’t understand what my options are. What can I do with it?” UK Pensions are typically outside of what Australian financial advisers can legally provide guidance on, but Bec works collaboratively with her clients and their professionals. In this webinar, Bec will introduce you to an expert in UK pension transfers, Charlotte Evrard from bdhSterling, who will outline the potential advantages and pitfalls when transferring your UK pension to Australia.
Testimonials
Support Worker
Rebecca, as self-funded retirees, managing well our portfolios is critical to our financial as well as our emotional wellbeing. You have given us confidence in your advice through your professional and meticulous attention to detail, your prompt written summaries following meetings, and your willingness to listen to our concerns and to understand our wishes. Your advice has always been followed up with prompt notification and/or reminder whenever required. When confronting an important decision regarding a property investment we owned, you gave us a complete written detailed cost/benefit analysis of each available option, while also taking into account our broader family considerations. This enabled us to take truly informed decisions. We feel trust in your professional judgments, something which becomes increasingly important as we continue to age. We would have no hesitation whatsoever in recommending your services to anyone needing financial advice.
Bec began working with our mutual clients as they neared retirement and the exit of their successful family business. Being time poor, this was their first time engaging a financial adviser. She helped them consider the appropriateness of committing a portion of their wealth towards a significant project, working with us and introducing our clients to a solicitor to ensure their complex intergenerational wealth and other lifestyle goals were central to their retirement plans. She provided her expertise and guidance on the investment of their wealth, taking into consideration their substantial property portfolio. I have no hesitation recommending Bec to anyone looking for a holistic financial adviser who puts the client first and works collaboratively with her clients and their team of professionals.
I worked alongside Rebecca Scarrabelotti with a mutual client who has a disability which severely impacts his speech and communication skills. Rebecca expertly assisted him with his overall financial situation, including simplifying and guiding him through UK pension complexities and further assisting him with setting up pension streams through super. Rebecca not only attended to this in a professional manner, but also with the utmost care and understanding for a client with complex needs. She made our mutual client feel extremely respected and cared for, but also greatly helped me as his support worker. I could not recommend her services enough.
