Pension Transfer Specialist
Rachael is responsible for B2B UK Pension Transfers. This involves meeting with Australian advisers and their clients to review the options regarding their UK pensions and provide appropriate solutions to help them achieve their goals.
Rachael is a UK Chartered Financial Planner, holding an Advanced Diploma in Financial Planning. She has an extensive understanding of the UK pension landscape and of the intricacies of UK pension schemes.
As an expat herself, Rachael also has the real-life experience of the complexities involved with moving between countries.
Prior to joining bdhSterling, Rachael was a Financial Planner looking after high net worth individuals in a London-based wealth management firm. She has worked in the financial services profession since 2014, initially as an Investment Management Assistant before focusing on financial advice.
Outside of work Rachael enjoys travelling, horse riding, yoga and playing tennis.
What’s your best tip for anyone moving to Australia?
To get to grips with the administration attached to the move as quickly as possible – this will ease the potential stress of moving and allow you to focus on enjoying yourself.
What’s the best thing about living in Australia?
How friendly the people are and all of the beautiful places to visit – I have a very long list!
What do you miss about living in the UK?
A long Sunday walk followed by a few drinks in a cosy country pub.
What gives you the most satisfaction at work?
Being part of a supportive, motivated team that work together to deliver great client outcomes.
More of our Melbourne team members
Get to know a few more members of our team.