About Me

Rachna is a Certified Financial Planner with 28 years of experience in financial planning and leads the Emerald Private Wealth team. She prides herself on the highest levels of professionalism, honesty, integrity and a down to earth jargon free approach with clients. Rachna specializes in retirement planning advice, SMSFs and trust structures, high net wealth individuals and families, as well as financial advice for the not-for-profit sector.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 25 Years
  • Licensed By
    Licensed By Ri Advice Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®