With over 15 years’ experience in the financial planning and mortgage industry, Rachel has a core understanding of the importance of client experience.
Working in various administrative and supportive roles over the years has allowed Rachel to hone her skills, finding a true aptitude in the area of compliance. Providing guidance and support to the team, she ensures communication, knowledge and compliance are always at the forefront of our services.
Rachel achieved her Certificate in Financial Planning.
Home and family are the key to Rachel’s heart with cozy days at home or travel adventures with her husband and young son meaning the world.
