Raechel Crutch

Principal

MFin Plan  GradDipFinPlan  JP

Raechel has been in the financial services industry since 2005 and joined SGW Financial Services in 2007. Raechel has been a Financial Planner since 2011 and in 2013 became a business partner of SGW  Financial Services before becoming sole owner in 2024.

Raechel has over 19 years of knowledgeable experience in this field. She is our expert for providing our valuable clients professional financial advice.

Raechel has accomplished an impressive number of qualifications over the years.

Qualifications

• Diploma of Financial Services (Financial Planning)
• Advanced Diploma of Financial Services (Financial Planning)
• Certificate IV in Financial Services (Mortgage Broking)
• Diploma of Financial Services (Mortgage Broking)
• Self-Managed Superannuation Funds
• Graduate Certificate for Financial Planning
• Graduate Diploma of Financial Planning
• Masters of Financial Planning
• Completion of CFP 1,2,3,4
• Justice of the Peace

Memberships and Associations

• The Adviser Association
• Association of Financial Advisers (AFA)
• Financial Advice Association Australia (FAAA)
• SMSF Professionals Association of Australia (SPAA)