Rachel O'Connor
Principal Adviser
CFP®, CA, BComm
I've been advising clients since 2011, I'm a Certified Financial Planner (CFP) and a Chartered Accountant with a Bachelors Degree in Commerce.
I love unraveling complexity and get a real kick out of breaking things down, especially when I see that "aha" moment in someone's eyes.
I never back down from a challenge or tough conversation, and I love staying informed on world news and politics, infusing this knowledge with my technical skills to help my clients with practical advice.
I provide my clients with relatable, non-judgemental advice to help them spend, save and invest confidently so they get the best results possible to achieve the bright and secure future they imagine and deserve.
As a mum of two young boys, I like to keep active and be present to enjoy all the fun moments in-between the chaos.
Qualifications
Certified Financial Planner®
Chartered Accountant - Financial Planning Specialist (CA-FPS)
Bachelor of Commerce (BComm)
In the hot seat with Rachel
What's your favourite quote?
Luck occurs at the intersection of opportunity and hard work.
If you could have dinner with anyone dead or alive who would it be?
My grandmother Nettie. She had a really interesting life but she died before I was old enough to get the all the saucy details or understand her wisdom. I’d love to have dinner with her.
If you could live in any city in the world for a year, where would it be and why?
I would love to live in Lisbon for a year. The food and wine are amazing, the city is really beautiful, the climate is perfect.
What's your go-to karaoke song?
I avoid karaoke at all costs!
What's the most adventurous thing you've ever done?
I hiked to Everest base camp, camping on -20c nights.