Rachael Todman

Based in Airlie Beach QLD 4802 | Servicing clients Australia-wide

I became a financial adviser because I’ve seen firsthand the stress, uncertainty, and overwhelm that financial decisions can create. Money plays a significant role in our lives, yet advice can sometimes feel more complicated than it needs to be, leaving people unsure where to start or what steps to take next.

I believe financial advice should feel like a conversation, not a lecture. You won’t be overwhelmed with jargon, endless spreadsheets, or unrealistic plans. Instead, we’ll work together to create a clear, practical path forward at a pace that feels comfortable and manageable.

Every client’s journey starts with understanding your current situation, your goals, and what matters most to you. We’ll identify any challenges or obstacles that may be holding you back, then map out what you want their future to look like and build a strategy to help you get there.

My role is to be firmly in your corner providing guidance, helping you navigate life’s inevitable changes, building financial resilience, and celebrating your progress along the way. Most importantly, I’ll help ensure your money is working as hard as you do to support the life you want to live.

Ultimately, good advice should leave you feeling confident in your decisions, reassured about your future, and free to focus on what matters most, knowing you have a plan and someone to help guide you through it.

ASIC Authorised Representative No. 1270413

Authorised in:

• Superannuation
• Pensions and Annuities
• Self-Managed Superannuation Funds
• Cash and Term Deposits
• Managed Investments
• Listed Securities (shares and other products)
• Investment Bonds
• Life Insurance
• Centrelink/Veterans Affairs Assistance
• Budgeting and Cashflow Management
• Debt Management
• Tax (Financial) Advice