Director | Snr Financial Planner
What I most enjoy about my work is being able to take away the anxious uncertainty that people have with their financial situation.
Financial Planner (CFP) | JP
I’m passionate about what I do and I take my role very seriously. When I tell my clients that they can trust me, I know that is a big statement and I will do everything in my power to deliver on my promises.
Rachel has been in the financial planning industry for 13 years part time, starting while at uni and continuing while having a family.
sdjsldgjasdgjajgkdjgsdjalsdjfsdjfaldjsfsdj jfkasdfkasdjfasdjfsldjf ljlsfsdjflJenny Lee
sdjsldgjasdgjajgkdjgsdjalsdjfsdjfaldjsfsdj jfkasdfkasdjfasdjfsldjf ljlsfsdjflRachel Knaus
Tamworth & Hunter Valley Advisers
Jock has worked in the Financial Services industry since 1998 and prior to that he had 20 years in the banking industry. Jock has completed his Advanced Diploma of Financial Services (Financial Planning).
Rachel has worked in the Financial Services Industry since 2008. During this time she has completed roles including Administration, Paraplanning and Client Relationship Management.
Steve is an experienced financial adviser with over 20 years’ experience in financial services. Steve holds an Advanced Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner (CFP). He also holds a Bachelor of Mathematics degree.
Charlestown Support Staff
Karina joined the Dome Financial team in February 2013 as a receptionist/client administrator.
Snr Client Administrator
Georgina joined the Dome Financial team in 2008 as a client administrator.
Tamworth Support Staff
Sammy joined the Dome Financial team in November 2016 as an Administration Assistant in the Tamworth Office. Sammy comes from a medical background and is enjoying the change.
Outside of work, Sammy enjoys spending time with her family and is also a keen horse rider, competing in local horse events regularly.