Vision Finance and Property
Chartered Accountants & Business Advisors
Super Back Office
Rachelle

Rachelle Honeyman
Newcastle

  • Financial Planning Client Service Manager
  • Marketing Co-ordinator
  • Business Degree (Marketing & Management)
  • Diploma of Financial Services (Financial Planning) to be completed by June 2011.

I joined Vision in October 2008 as a part time Financial Planning assistant while I was completing my university studies.  I commenced full time in December 2009, during this time I commenced my diploma of financial planning.

My main responsibilities are:

  1. Co-ordinating marketing plans & event management for the Newcastle office.
  2. Assisting with research for insurance & investment strategies.
  3. First point of contact for clients needing financial advice.
  4. Ensuring client’s needs are put in place quickly and effectively.

Other interests include – Going up North to visit my family, taking my dog to the beach and spending time with my friends.

Main Aim for 2011 –To complete my diploma of financial planning, so I can start providing financial advice

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