Rachael Arnold CFP®
About Me
I joined the Profile team in July 2014, following 2 years with Centric Wealth Advisers. During my 3 years working as an Associate Financial Adviser under the guidance of two of Profile’s Senior Financial Advisers, I built on my knowledge from my studies and gained the experience of assisting in all aspects of the client planning process. Having attained the necessary qualifications and experience as an Associate Financial Adviser, I was promoted to the role of Financial Planner in July 2017 and continue to feel passionate about delivering a high quality service, and developing new strategies to ensure my clients’ financial well-being. I completed a Bachelor of Business degree majoring in Finance at UTS, Sydney and then continued on to complete the Diploma of Financial Planning, the Advanced Diploma of Financial Planning and my Certified Financial Planner CFP® designation. In July 2022 I was promoted to a Senior Financial Adviser and in 2024 I also took on the role of Head of Compliance and Client Services.
Areas of Focus
- Cashflow management
- Investments
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 11 Years
Sydney, NSW 2000