Careers Email us +44 1372 724 249

Rachael Holder

Pension Transfer Specialist

enquiries@bdhsterling.com

+61 1300 365 291

Melbourne Office

At work

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.

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

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.

See full team

Aaron Purcell

Client Administrator

Simon Hussey

Senior Financial Planner

Rachael Holder

Pension Transfer Specialist

Aaron Purcell

Client Administrator

Simon Hussey

Senior Financial Planner

Rachael Holder

Pension Transfer Specialist

Contact us

Email us +44 1372 724 249

    bdhSterling Ltd is Authorised & Regulated by the Financial Conduct Authority Registration | FCA Registration Number: 499460 | Company Number: 06849498. The Financial Conduct Authority does not regulate Tax or Estate Planning.

    bdhSterling AFSL Pty Ltd is authorised and regulated by the Australian Securities and Investment Commission (ASIC) and holds an Australian Financial Service License (AFSL) Number: 222266. Australian Business Number (ABN) 17 054 918 295.

    Privacy policy General Advice Warning Financial Services Guide