About Us

The Beddoes Institute is a trusted and independent data and benchmarking “powerhouse” that works across all major stakeholder groups in the financial services sector, including licensees, financial advice practices, professional bodies and insurance providers. Benchmark data is used (inter alia) to produce thought leadership publications, industry white papers and custom reports.

The Beddoes Institute conducts business performance measurement and benchmarking for financial advice practices and provides independent assessments and metrics that help advisers improve service delivery, profitability and ensure the long-term sustainability of their businesses.

The Beddoes Institute also conducts rigorous, scientific audits of financial advisers, providing an independent assessment of their strengths and weaknesses enabling advisers to improve their practice based on objective client feedback.

As a result of listening to and measuring the ratings from thousands of advisers’ clients, the Beddoes Institute is able to provide consumers the “Most Trusted Adviser Network” – including some of Australia’s best advisers.

The Beddoes Institute have no affiliation with any financial adviser or financial services company or association.

Dr Rebecca Sheils

Dr Rebecca Sheils
BAppSc(Hons), BSc(Hons), PhD


Rebecca has over 15 years’ research and evidence-based consulting experience across a range of industries, including financial services, professional services, telecommunications, supply chain management, pharmaceuticals, private health insurance and automotive. Throughout her career, she has specialised in customer loyalty research and consulting in the services sector.

For the past several years, Rebecca has worked exclusively in the financial services sector, successfully setting up and operating a financial services practice specialising in benchmarking Australia and New Zealand financial service providers. Rebecca has forged strong relationships with financial advisers, industry leaders, professional associations, media professionals and life insurance companies.

As a psychologist she has a deep understanding of human behaviour and decision-making. In addition, she holds a PhD and has over 15 years’ research and evidence-based consulting experience making her a true research and data specialist.

Dr Adam Tucker

Dr Adam Tucker


As Director, Adam is highly sought after for market research, regulatory work, communication strategy and sales force training. He enjoys being able to work within the highly energetic and innovative team at the Beddoes Institute and his favourite tasks are market research design, data analysis, strategy design and implementation.

Adam is increasingly applying the lessons he learnt in the Pharmaceutical Industry to other sectors including finance and insurance. For the last 2 years Adam has been working on programs that implement corporate strategy to practitioners and consumers through mobile and social platforms.


Beddoes Institute Pty Ltd.
Level 1, 297 Canterbury Rd,
Canterbury, VIC 3126

Phone.+61 3 5974 8198
Fax.+61 3 8610 0345
ABN.13 122 132 790