Raechel Weaver

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.

Raechel has completed her Masters of Financial Planning. She is a member of the Financial Planning Association of Australia and is also a Justice of the Peace.

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 Secretary for the Adelong Progress Association.

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
• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (FPA)
• SMSF Professionals Association of Australia (SPAA)
• Mortgage and Finance Association of Australia (MFAA)
• Tumut Regional Chamber of Commerce
• Tumbarumba Regional Chamber of Commerce
• Adelong Progress Association