Rachael Bursell

MPM Wealth Management

Bronze
5 Yrs Experience
Chatswood, NSW 2067

I am passionate about improving equality and ensuring that both men and women have the same financial opportunities, confidence about money and realistic plans for their future. My focus is on helping my clients protect what’s important and plan for the future.

Giving back to the community is important to me so I volunteer with a local charity that provides crisis accommodation and support for pregnant women and mothers.  I assist the women that are supported by the charity with their budgeting and cashflow which gives them a boost of confidence that with a few tweaks and strategies, they can manage with what they have.

I hold the Diploma of Financial Planning and am currently in the process of completing a Masters of Financial Planning.

I was named as a finalist in the AFA Rising Star of the Year award for 2018.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

MPM Wealth Management

Suite 602 Level 6, 781 Pacific Highway
Chatswood, NSW 2067

Opening hours

  • 9:00am – 5:00pm Monday
  • 9:00am – 6:00pm Tuesday – Friday

Licensed by

RetireInvest

AFSL 238429