About

Rachel has worked in the financial advice industry for over 20 years including the last eight years as a financial adviser.

Based in the NSW Hunter region, Rachel joined Fitzpatricks in 2023.

Rachel has successfully guided her clients through major life transitions and specialises in retirement planning, estate planning and risk management.

She believes that every person’s financial journey is unique, requiring a tailored approach and strategy.

Rachel is a Certified Financial Planner (CFP) and member of the Financial Advice Association Australia (FAAA). She holds a Graduate Diploma of Financial Planning, an Advanced Diploma of Financial Planning and a Degree in Psychology (Honours).

Qualifications & Memberships

  • Self-Managed Superannuation Funds
  • Bachelor of Psychology with Honours
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • Tax for Financial Advising
  • Commercial Law
  • CFP (FPA)
  • Financial Advice Association Australia (FAAA)