Hello! I’m Rachel O’Connor
I am passionate about financial well-being.
I am determined to ensure my clients spend, save and invest consciously so they get the best results possible and achieve the bright and secure future they imagine.
I have worked in financial services for ten years and have been advising clients since 2011. I have a Bachelors Degree in Commerce from the University of Sydney (BComm), I am a Certified Financial Planner (CFP) and a Chartered Accountant – Financial Planning Specialist (CA-FPS).
This means I know my stuff and will always put your interests first.
Like to know more?
Regardless of whether you need coaching or advice, the first step is to get in touch via the contact form on this page. We can figure out where to from there.