About

Rachel has over 16 years of financial services experience.

Prior to becoming a Private Wealth Adviser in 2024, Rachel held a number of senior paraplanning and quality assurance roles, where she developed a strong foundation in compliance, advice formulation and preparing advice documents.

She transitioned from paraplanning to providing financial advice in order to spend more time with clients. She is passionate about helping people uncover what’s truly important to them and setting them on a path to achieve their goals.

As an adviser, Rachel combines her technical knowledge and skills with her caring nature and ability to connect with people. She enjoys seeing first-hand the positive, life-changing impact of quality advice.

Rachel holds a Bachelor of Business (Financial Planning) and a Diploma of Financial Planning.

Qualifications & Memberships

  • Bachelor of Business (Financial Planning)
  • Diploma of Financial Planning