Meet Dale Barratt
Rachael Barratt
Operations Manager
Director
EKB Financial Advisers
Email: admin(at)ekbfinancialadvisers.com.au
Phone: 03 9969 2230
Rachael Barratt is the Operations Manager and a Director at EKB Financial Advisers.
Rachael’s goal is to support the advice Dale provides and assist Clients and Dale with the inevitable administration and paperwork that comes with seeking and implementing personal financial advice.
Until founding EKB Financial Advisers with her husband Dale, Rachael’s background wasn’t in financial services, but in education. Rachael has completed a Bachelor of Education. As a result, Rachael is all about making the complex simple and make it easy for the client to enact their financial plan.
Rachael has a natural flair for client service and a keen eye for detail. Her experience in the education sector taught her the importance of effective communication and the value of building strong relationships. These skills have translated seamlessly into her role as Operations Manager, where she has been able create a well organised and collaborative work environment.
At EKB Financial Advisers, Rachael is driven by a desire to constantly improve processes and find innovative solutions to challenges. Throughout her career, she has been praised for her warm and friendly demeanour, which has helped her build strong connections with colleagues, clients, and stakeholders. This has also been a key factor in her success in managing complex operations for the benefit of their clients.
When Rachael isn’t working with clients or at the gym, you’ll find her spending time driving Mum's taxi. Her busy teens enjoy the service!
To make an appointment, please call EKB Financial Advisers on (03) 9969 2230 during business hours or use the contact form on our website.
We look forward to understanding your needs and seeing how we can help you.
