Rachael Todman

Consortium Private Wealth

Bronze
4 Yrs Experience
Horsham, VIC 3400

Recent reviews

Consortium Private Wealth

24A Darlot Street
Horsham, VIC 3400

At a glance

  • Adviser status Bronze
  • Rating 4.90
  • Number of reviews 9
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Diploma of Financial Planning (DFP 1-8)
  • Language spoken
    • English

Licensed by

Consortium Private Wealth

AFSL 495401

4.90
9 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—9 of 9

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5.00

"Despite being first timers to a financial planning service, Rachael was able to patiently explain how different strategy's worked and then tailor a plan specifically to suit our requirements. This was done in an informative and no pressure manner, with Rachael at all times answering our concerns and newbie questions with a prompt, friendly and non condescending knowledge. I feel very confident going forward , that with Rachael's strategy our finacial future is in a safe and prosperous state. Three cheers."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rachael was fantastic in giving salary sacrifice advice. This allowed me to consider strong financial options in relation to being a 'first home buyer' and a pathway to creating a deposit for a house."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rachael’s communication was amazing and she made sure I was able to understand everything."

  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Rachael gave me very clear instructions and has been available and willing to help whenever I have a question."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rachel was extremely helpful in educating me in share trading and investing. Rachel explained things clearly, and kept in constant and fast communication over email and the phone to reassure I was clear with the process involved. I feel confident in making the right investment decisions for my future based on Rachel's advice and would highly recommend her to anyone with an interest in investing."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As a newcomer to investing, Rachael was extremely patient and understanding. I asked her a lot of questions over the phone and by email. Throughout the whole process she always explained the concepts very clearly and demonstrated a deep knowledge of investing. I highly recommend Rachael to any type of investor wishing to reach their financial goals."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My son is a new client of Rachael’s. Being new to this my son was extremely impressed with everything which was covered from shares right through to organising a will. Nothing was too much trouble and no question was left unanswered. An in depth statement of advice is piece of mind as the knowledge in preparing was very professional and thorough"

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rachael has helped me in a number of areas. Myself being a very new client with little to no understanding of how anything worked Rachael was excellent in explaining everything in a manner I could understand. I'm more than confident with the advice Rachael has provided, and she has my full trust with him for the future. Overall I couldn't have asked for better service."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Great advice and explains things clearly and I am confident with her advice."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2018

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019
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