Bec Humphreys

Financial Adviser

Bec joined CHG in 2020 and is a Client Manager/Financial Adviser. She has 19 years’ experience in financial services bringing an enormous amount of experience, knowledge and passion for people and wealth advice. She has completed a Diploma of Financial Planning and Diploma of Mortgage Broking and various specialist accreditations. Bec is passionate about helping clients take the stress out of managing their finances and helping them achieve their goals.

She truly believes that financial freedom does not have to be a pipe dream if you are willing to pursue and embrace it. With a little discipline, and with the support and knowledge of a financial partner, you and your family can achieve your goals, live your dreams and have peace of mind while you enjoy all of the wonderful experiences that life has to offer.

Specialisation

Financial Advisory/Planning
Cashflow and Debt Management
Investment Advice
Superannuation Advice
Insurance and Estate Planning Advice
Retirement Planning Advice
Aged Care Advice

Qualifications and Awards

Diploma of Financial Planning
Diploma of Mortgage Broking
Specialist accreditation in: Margin Lending & Geared Investments (Kaplan)
Specialist accreditation in: Aged Care Advice (Aged Care Steps)

Quick Questions with Bec

Motto or personal mantra?
Always believe, trust yourself

What are your hopes for your career?
Enjoyment, achievement, happiness

What does true leadership mean to you?
Support, honesty, ethics, guidance, belief, inspiration

What is the last joke you recall?
What is brown and sticky? A stick

What is your biggest pet peeve?
Nastiness

Where would you like to travel to?
Cambodia

If you were on death row, what would your last meal be?
Bugs and spicy salmon teppanyaki

What would you likely tell your 13 year old self?
Always believe, trust yourself

What is your favourite movie?
Gettin Square

What books are at your bedside?
Michael Connolly series (ex-cop/crime writer)

What is your least favourite food?
Celery