Rachel Brooks - Senior Administration &
Client Services Officer

 

Rachel is part of the Leedam Sheppard & Associates team who merged with Y Partners in 2020. She joined the firm in 2008, her previous experience includes 4 years in insurance and 10 years in the stockbroking industry. Her current position has her assisting each of the financial advisers with share trades, direct investments and managed fund inquiries.

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Rachel also provides support and reporting essential for Self Managed Super Fund clients.