Client Service Associate
Rachel joined Capital Partners in June 2021, seeking an entry-level financial planning position where career growth and personal development are a priority. Having met with a recruitment agent with glowing reviews for the company, ultimately, it was Capital Partners’ values, the longevity of team members, and the culture that attracted her to join.
Part of the Client Service Associate (CSA) team, she plays a crucial role in helping behind the scenes by executing advice and communicating directly with clients. Rachel makes learning the intricacies of the industry look easy. Motivated by assisting clients to achieve their life goals, she possesses a forensic-like eye for detail and has no hesitancy about asking questions if it means getting the job done better. Her own professional goal sees her contributing to her team to help clients achieve their version of success.
Outside of the office, Rachel loves swimming and everything to do with the ocean. Her dream holiday is set on a Greek island, enjoying the company of her friends and family.
Education & Associations
Edith Cowan University