Our People

Rachael Appleby

Areas of Responsibility: Rachael prepares investment advice, portfolio projections, and regular portfolio reviews and updates for clients. Rachael analyses portfolio models and client asset allocations, aiming to enhance investment returns on client portfolios. She also assists in client meetings and conducts administration duties.

Career Background: Rachael entered the financial planning profession when she joined Paul’s office in 2010.

Qualifications and Affiliations: Rachael is an Authorised Representative of Professional Investment Services, and completed her Bachelor of Commerce (Financial Planning) degree in mid 2011.

Personal Interests: Rachael enjoys outdoor activities such as swimming in the ocean, beach volleyball and boot camp exercise, festivals and going out to dinner with friends. She would love to experience other cultures through travel, and is working towards this personal goal.

Email: rachael@wealth21.com.au