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Rachael Sedgwick
BBus, BCom, GradDipFinPlan
Financial Adviser
I am committed to simplifying complex financial matters and developing strategic personalised solutions that align with clients’ goals for all aspects of their financial plan.
Rachael joined Morgans Chalk Capital in 2021 as a Paraplanner. Whilst working full time, she completed her Graduate Diploma of Financial Planning. Rachael has completed the Professional Year Adviser Program with the Morgans Toowoomba office and will now support the business in a Financial Adviser capacity as an Authorised Representative.
Investment Style
Rachael focuses on understanding clients goals, objectives and risk profiles in order to provide tailored financial strategies which encompass asset allocation, investment selection, risk management, superannuation and estate planning. An ongoing service arrangement ensures clients stay on track throughout varying economic conditions, market cycles and changes in personal circumstances.
Services and Specialties
Investment Advice
Financial Planning
Self-Managed Super Funds
Retirement and Estate Planning
Superannuation Advice
Qualifications and Professional Affiliations
Bachelor of Commerce
Graduate Diploma of Financial Planning
Bachelor of Business Management
Associations
No items found.
Competencies
Superannuation
Managed Investments
Financial Planning
Generic
Securities
I am employed by Chalk Capital Pty Ltd which operates the business of Morgans Financial Limited - Toowoomba Chalk Capital. My employer remunerates me by way of salary.
