Rachael Bursell: The Power of Financial Planning “Kaplan Professional’s flexible study options allowed me to study at my own pace. The student support, online forums and tutor webinars have been invaluable” Rachael Bursell Courses: FNS50615 Diploma of Financial Planning, Master of Financial Planning Most financial advisers will concede the most rewarding aspect of their role is witnessing the impact that they have on people’s lives. Changing the course of their client’s financial future for the better becomes a passion rather than a responsibility. However, progressing as a professional in a competitive field can be incredibly challenging and demanding. Respected financial adviser and 2018 AFA Rising Star Nominee Rachael Bursell has over 17 years’ experience in the financial services industry. After completing her Diploma of Financial Planning, Rachael moved into an advice role and Kaplan Professional’s integrated pathway has enabled her to continue on to postgraduate education, where she’s currently completing a Master of Financial Planning. Rachael’s ambition to enter the field has been a testament to her driven nature and dedication to becoming an agent for positive change. “I decided to become a financial adviser when I became more aware of the financial imbalances that women can experience,” she said. “I realised the only way to create a change was to be in a position to action the change.” Education is the gateway Navigating through a career in financial planning is challenging yet rewarding. The upcoming year will introduce a new era of professional standards that’ll require advisers to take action. Those that make a strategic effort to further themselves through education and the other professional standards will reap the benefits of investing in their future. Bursell insists keeping up with industry change is a necessary component of her position. Choosing an education provider that will keep up with industry change is critical. “I just don’t understand how existing advisers could keep up with the change without Kaplan Professional,” she said. “The changes that have been introduced, they had to happen – we have to be seen as a profession and not an industry. We can all manage it, it’s really all about staying ahead because when you’re not on top of that change, that’s when you begin to face issues.” “I chose to study with Kaplan Professional because of their reputation as leaders in financial planning education. I liked the flexibility to study online with multiple intakes each year, unlike traditional universities,” Rachael said. Despite the demanding lifestyles and day-to-day schedules that advisers manage, gaining further qualifications while working full-time has become achievable through online study. “Kaplan Professional’s flexible study options allowed me to study at my own pace. The student support, online forums and tutor webinars have been invaluable,” she said. “If I can do it while taking care of two kids, trying to build a business and working full-time, then anybody can,” Bursell said. “I’m not superwoman; I just have a really strong plan in place and that’s all that you need to have. Use the flexibility that Kaplan Professional provides. For example, take advantage of the two-week early release and you’ll be ahead of the flock really.” In addition, Rachael believes that making the most of your educational journey boils down to your approach. “Enjoy the learning process! The invaluable information you learn will help you be the best financial adviser you can. Commit to the study and the results will follow,” she said.