Rachel has worked in the Financial Services Industry since 2008. During this time she has completed roles including Administration, Paraplanning and Client Relationship Management. In 2014 Rachel became a Financial Adviser in our Tamworth Office and has since completed her Advanced Diploma in Financial Services (Financial Planning). Rachel is also a member of the Financial Planning Association and a local chapter committee member.
In Rachel’s view the strong relationships built up with clients is the most rewarding part of being a financial adviser. The fact that she can make a positive difference to a persons life is what drives her. Being able to help clients achieve both long term and short term goals as well as put them in a better financial position provides peace of mind to know their financial affairs are in order. This allows them to get on and enjoy their life.
Outside of work, Rachel enjoys spending time with family and friends, playing oztag, riding horses and also has a keen interest in harness racing.