Rachel Bragg

Rachel Bragg Email and Phone Number

Outsourced Paraplanning | Compliance | Paraplanning Template Creation | Strategy Development | Process Development @ Franc Paraplanning
Rachel Bragg's Location
Upper Kandanga, Queensland, Australia, Australia
Rachel Bragg's Contact Details

Rachel Bragg work email

Rachel Bragg personal email

n/a
About Rachel Bragg

I support Financial Advice businesses to streamline their processes including producing quality compliant advice documents, getting the most out of technology and providing strategy and template development to minimise compliance risk.

Rachel Bragg's Current Company Details
Franc Paraplanning

Franc Paraplanning

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Outsourced Paraplanning | Compliance | Paraplanning Template Creation | Strategy Development | Process Development
Rachel Bragg Work Experience Details
  • Franc Paraplanning
    Director
    Franc Paraplanning Aug 2018 - Present
    Australia
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  • Just Living The Dream
    Our Housesitting Lifestyle Blog
    Just Living The Dream Feb 2016 - Present
    Gold Coast
    JLTD stands for Just Living the Dream and this is exactly what the blog is about, this is our personal blog to share our lifestyle. My husband and I do things slightly outside the box and permanently house sit, while maintaining careers and a busy schedule. We live a minimalistic and simple life that we love. If you are interested in seeing more, please head to www.jltd.com.au
    View
  • Rachel Bragg Paraplanning
    Business Owner
    Rachel Bragg Paraplanning Jan 2017 - Aug 2018
    Australia Wide
    I have had the privilege of working with some fantastic Financial Advice businesses throughout my career and have had access to amazing mentors and colleagues. During this time, I have developed my skills as a Paraplanner over several licences with different compliance environments that are constantly changing. I have learned to construct complex advice strategies in all areas of advice including the specialised area of Aged Care. I have decided to use my experience as well as my niche skills in Aged Care Advice to provide affordable paraplanning to advisers.
  • Robina Financial Solutions
    Paraplanner
    Robina Financial Solutions Mar 2013 - Dec 2016
    Robina
    I am experienced in creating compliant and personalised advice documents in all areas however, in my current position specialise in Aged Care strategies and Retirement Planning.
    View
  • Big Sky Financial Planning
    Client Services Officer
    Big Sky Financial Planning Sep 2010 - Jan 2013

Rachel Bragg Skills

Retirement Planning Superannuation Wealth Management Financial Planning Portfolio Management Investments Investment Strategies Income Protection Wealth Risk Management Financial Advisory Financial Services Investment Advisory Retirement Pensions Insurance Strategic Financial Planning Aged Care Strategies Client Expectations Management Leadership Client Services Problem Solving

Rachel Bragg Education Details

Frequently Asked Questions about Rachel Bragg

What company does Rachel Bragg work for?

Rachel Bragg works for Franc Paraplanning

What is Rachel Bragg's role at the current company?

Rachel Bragg's current role is Outsourced Paraplanning | Compliance | Paraplanning Template Creation | Strategy Development | Process Development.

What is Rachel Bragg's email address?

Rachel Bragg's email address is ra****@****.com.au

What schools did Rachel Bragg attend?

Rachel Bragg attended Curtin University, Kaplan.

What skills is Rachel Bragg known for?

Rachel Bragg has skills like Retirement Planning, Superannuation, Wealth Management, Financial Planning, Portfolio Management, Investments, Investment Strategies, Income Protection, Wealth, Risk Management, Financial Advisory, Financial Services.

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