Rachael Ooi

Rachael Ooi

Level 2/182 Bay Terrace, Wynnum QLD 4178
0732118600
    Member of Association of Financial Advisers Logo
    Background
    Summary

    I have been in the financial services industry since 2011. I began as a Paraplanner and have worked my way up to being the Principal Adviser here at YWC. I enjoy taxation planning and get a kick out of helping clients save money through strategic taxation planning! I love helping turn clients financial goals and objectives into a reality.

    Focus Areas
    • Income Protection
    • Life Insurance
    • Retirement Planning
    • Superannuation
    • Wealth Management
    Bio Alignments

    Non Institutionally Aligned

    Education

    ADFP - Advanced Diploma of Financial Planning

    2014 Diploma of Financial Planning, 2017 Advanced Diploma of Financial Planning, 2019 Principles of Self Managed Superannuation Funds, 2019 Commercial Law for Tax (Financial) Advisers, 2019 Australian Taxation Law for Tax (financial) Advisers




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