Rachel Knaus Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
With 20 years of experience in the Financial Planning Industry, Rachel is a seasoned and knowledgeable Financial Adviser at Fitzpatricks Private Wealth Newcastle. She has successfully guided numerous clients through major life transitions, such as retirement planning, wealth accumulation, estate planning, and risk management.
Rachel firmly believes that every client’s financial journey is unique, and she tailors her approach accordingly. She takes the time to listen attentively to her clients’ aspirations, concerns, and circumstances, building strong and trusting relationships. Rachel’s commitment to understanding her clients’ financial and personal goals enables her to create comprehensive and tailored financial plans that align with their values and objectives.
When Rachel is not immersed in financial planning, she enjoys spending quality time with her family & friends, and finding a warm sunny spot to read.
- Certified Financial Planner®
- Honours Degree in Psychology (University of Newcastle)
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
- Graduate Diploma of Financial Planning
- Self Managed Superannuation Funds
- Financial Advice Association Australia
Areas of expertise
Retirement Planning and Pensions
Insurance advice for individuals and business owners
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Strategic Financial Advice