Meet Rebecca

About: Rebecca De Luliis

Work Experience and Education

After studying here on the Sunshine Coast and abroad, I worked as a Language Teacher across the Sunshine Coast and Moreton Bay regions for almost a decade.

I joined McGregor Wealth Management in August 2021 as Office Administrator.

Role – Describe what you do and why you are good at it.

My role is to support the advisers and associates with various administrative tasks.

Outside of work – what do you like to do?

Spend time with my family, friends and take my dog to the beach at every opportunity.

What do you enjoy about being part of the McGregor Wealth team?

In this industry there is always something new to learn, the possibilities are endless. Everyone is supportive and friendly, a great team when you’re new to the industry.

What is the one thing about you that people would be surprised to know?

I’ve never watched the original Star Wars movies.

Name one person that you draw inspiration from and why?

My sister, she is my role model.

What Clients Are Saying

Our financial goals are on track!

I knew we needed a clear and straightforward plan that focused on our specific goals. Without going through the goal setting process, I think we would have continued with ad hoc investing that reacted to markets, instead of having a very specific plan. Once everything is set up, the process really is set and forget. We have 2 simple goals: to retire “on time” with our goal retirement funds behind us; and to continue investing to support our income goals. Both of them are on track!

I give them my highest recommendation!!!

I have found Rob and his team exceptionally insightful and valuable in their down-to-earth and strategic advice over the past 13 years — and they keep getting better and better. I give them my highest recommendation!!!

We unreservedly recommend Rob McGregor and his team.

Rob has successfully managed the transition from our working lives to us becoming comfortably retired. During our over a decade long association as clients, Rob and his team presented a thoroughly professional, optimistic and supportive program on behalf of his efforts to represent us.

I would highly recommend the McGregor Wealth Management team to any prospective investor.

After many years of procrastination and numerous proposals from financial advisors, I decided that the best plan forward to retirement came from Danielle at McGregor Wealth Management. What they delivered in taking over the investment of my SMSF far exceeded my expectations and I now feel comfortable that my future in retirement is on track.

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