Rachael Morgan

Director, Client Operations at Mutual Trust Pty Ltd

Rachael Morgan has held various roles in client operations and management within the financial services industry, working at Mutual Trust Pty Ltd, First Financial, Crowe Horwath Australia, and WHK Melbourne. Prior to this, Rachael also gained experience in administration at S Trahair Pty Ltd. Rachael holds a Diploma of Financial Planning from Kaplan, a Diploma of Management from Australian Salesmasters, and a Year 12 Certificate from Emmaus College.

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Timeline

  • Director, Client Operations

    August, 2022 - present