Raechel Weaver

Principal

ADFS (FP) AMC JP

Raechel has been in the financial services industry since 2005 and joined SGW Financial Services in 2007. Raechel has been a Financial Planner and Mortgage Broker since 2011 and in 2013 became a business partner of SGW Financial Services.Raechel has just completed her Masters of Financial Planning and is currently working towards her CERTIFIED FINANCIAL PLANNER® qualification. Raechel obtained her Advanced Diploma of Financial Planning through Kaplan Professional Education. She is a member of the Financial Planning Association of Australia and is also a Justice of the Peace.

Raechel is an Authorised Credit Representative and is able to provide advice in Mortgage Broking. She completed her Diploma of Mortgage Broking also through Kaplan Professional Education and is a member of the Mortgage and Finance Association of Australia.

Raechel has completed her accreditation in SMSF’s in 2014 and is a member of SPAA (the Self Managed Super Fund Professionals Association of Australia.) Raechel is an active member of the community and is the Vice President of the local Tumut Regional Chamber of Commerce.

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

  • AMP Financial Planners Association
  • Financial Planning Association of Australia (FPA)
  • SMSF Professionals Association of Australia (SPAA) accreditation with KAPLAN
  • Mortgage and Finance Association of Australia (MFAA)
  • Tumut Regional Chamber of Commerce