Rachel Schumann
Financial Adviser
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About
Rachel Schumann is an ASIC-registered financial adviser dedicated to helping individuals and families in Doncaster East, VIC, achieve their financial goals. With a solid foundation built upon an RG146 DFP1-4 certification (2001), a Bachelor of Business from Swinburne University of Technology (2003), and an Advanced Diploma of Financial Planning (FNS60404) from MLC ThreeSixty (2004), Rachel provides expert advice across a range of financial areas. Rachel is authorised to provide advice on superannuation, insurance, wealth management, and retirement planning, ensuring comprehensive support for your financial future. She also provides tailored guidance on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Rachel Schumann today for a consultation and personalised financial plan.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Rachel Schumann offer?
Rachel Schumann provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Rachel Schumann have?
Rachel Schumann holds an RG146 DFP1-4 certification, a Bachelor of Business from Swinburne University of Technology, and an Advanced Diploma of Financial Planning (FNS60404).
How can Rachel Schumann help me with retirement planning?
Rachel can assist you in developing a comprehensive retirement plan tailored to your individual needs and goals. This includes strategies for maximizing your superannuation, investments, and other retirement savings.
What is the process for working with Rachel Schumann?
The process typically involves an initial consultation to understand your financial situation and goals, followed by the development of a personalised financial plan. Rachel will then work with you to implement the plan and provide ongoing support and advice.
Can Rachel Schumann help me with my insurance needs?
Yes, Rachel can provide advice on various insurance products, including life risk insurance and investment life insurance, to help you protect yourself and your family from financial hardship.
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