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Rachel Buhagiar

Rachel has worked in the financial planning profession since 2001 and has been practicing as a Financial Adviser for over 12 years. She established her own financial planning practice, Bluesky Future in early 2015, and is the Principal Adviser, delivering comprehensive, tailored financial advice to clients from all walks of life from young professionals and families, to business owners and retirees.

To ensure the values of her licensee mirrored her own, Rachel made the business decision to join Fitzpatricks Private Wealth in 2017.

She is passionate about providing strategic advice to assist clients in achieving life goals. The clients who seek to work with her are often busy and want to get time back, or lack the knowledge, skill or expertise to make important financial decisions. They value greater simplicity in their finances and life.

Rachel’s focus is to help her clients be successful in life, however they want that life to be.

Rachel is married, and mother to two very active and athletic young boys, who keep her on her toes. As a family, you will find them filling their weekends with sport, family gatherings, camping and trail bike riding. Having been an athlete in her teenage years, she has recently discovered a love for running and successfully completed her first marathon in June 2018.

Qualifications/Memberships

  • Self Managed Superannuation Fund Specialist (The University of Adelaide), completed 2016
  • Life Risk Specialist Practitioner (FPA), completed 2009
  • Certified Financial Planner (FPA), completed 2007
  • Diploma of Financial Planning (FPA/Deakin University), completed 2003
  • Member of the Financial Planning Association (FPA) since 2002

Areas of expertise

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Experience

  • Over 18 years experience in Financial Services

 


Rachel Buhagiar is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.

Contact details

Rachel Buhagiar

0419 653 057

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Corporate House, Building 5, Brookwater Office Park, 22 Magnolia Drive Brookwater QLD 4300

(07) 3063 7503

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