Client Service Officer

Rachael Purnell

Rach

"You're only given a little spark of madness. You mustn't lose it." - Robin Williams

Process improvement is my jam. I’m all about finding smarter, more efficient ways to get things done. Whether it’s refining a process, improving client outcomes, or making work flow seamlessly, I’m always up for the challenge.

Outside of work, I’m an adventurer at heart — whether that’s exploring nature with my son and dog, getting lost in an epic fantasy saga, or bringing new life (and maybe killing something…) to my garden. I have a soft spot for animals, a deep love for my close-knit circle of family and friends, and a natural pull toward the unconventional. I don’t do things just because that’s how they’ve always been done — I like questioning the norm and finding my own way.

I’m a bit of a dork, always up for a laugh, and never afraid to experiment — especially when it comes to my hair colour. At my core, I’m empathetic, curious, and always looking for ways to make life a little better, a little more fun, and a lot more meaningful. And when the right song plays, you’ll probably find me in the mosh pit, soaking it all in.

Principal

Tim van Doore

Financial Adviser

Lachlan Money

Nick Tenuta Financial Adviser Stream Financial
Financial Adviser

Nick Tenuta

Head of Operations

Mish While

Janis
Insurance and Claims Manager

Janis Glassop

Advisor Support

Michelle McKenzie

Nikki Middleton
Client Service Officer/Risk Paraplanning

Nikki Middleton

Client Service Officer

Mel Greenaway

Client Service Officer

Lauren Exelby

Administrator

Candice van Doore

Administrator

Jarrod Hall

Client Service Officer

Rachael Purnell

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