SGW FINANCIAL SERVICES - Key Persons

Helen Rouse

Job Titles:
  • New Business / Client Services Manager
Helen has been a valued member of SGW Financial Services since May 2002. Helen has completed a Certificate IV in Business Administration, Certificate IV in Applied Business Studies and Certificate IV in Workplace Assessment and Training. Helen's role includes looking after our new business lodgments, processing applications and implementations within the office as well as maintaining our ongoing compliance obligations. Helen also provides administration support including day to day administration and excellent customer service.

Jodi Vickery

Job Titles:
  • New Business / Client Services Assistant
Jodi has been a valued staff member of SGW Financial Services since November 2003. Jodi has completed a Diploma of Business Management and a Certificate III in Business Administration.

Raechel Weaver

Job Titles:
  • Principal
  • Authorised Credit Representative
Raechel has been in the financial services industry since 2005 and joined SGW Financial Services in 2007. Raechel has been a Financial Planner and Mortgage Broker since 2011 and in 2013 became a business partner of SGW Financial Services.Raechel has just completed her Masters of Financial Planning and is currently working towards her CERTIFIED FINANCIAL PLANNER® qualification. Raechel obtained her Advanced Diploma of Financial Planning through Kaplan Professional Education. She is a member of the Financial Planning Association of Australia and is also a Justice of the Peace. Raechel is an Authorised Credit Representative and is able to provide advice in Mortgage Broking. She completed her Diploma of Mortgage Broking also through Kaplan Professional Education and is a member of the Mortgage and Finance Association of Australia. Raechel has completed her accreditation in SMSF's in 2014 and is a member of SPAA (the Self Managed Super Fund Professionals Association of Australia.) Raechel is an active member of the community and is the Vice President of the local Tumut Regional Chamber of Commerce. Qualifications Diploma of Financial Services (Financial Planning) Advanced Diploma of Financial Services (Financial Planning) Certificate IV in Financial Services (Mortgage Broking) Diploma of Financial Services (Mortgage Broking) Self Managed Superannuation Funds Graduate Certificate for Financial Planning Graduate Diploma of Financial Planning Masters of Financial Planning Completion of CFP 1,2,3,4 Justice of the Peace Raechel has been in the financial services industry since 2005 and joined SGW Financial Services in 2007. Raechel has been a Financial Planner since 2011 and in 2013 became a business partner of SGW Financial Services.