Our Team

We are a team of dedicated professionals committed to providing you with highly personalised service.

Most people’s investment needs change over time. We offer ongoing advice and recommendations with the opportunity to review your financial position and investment strategies.
The team, led by Rachna Chandna and Anna Tran, will guide you through your most important financial journey in life. Our aim is to offer you advice you can trust and the peace of mind you deserve, knowing that your financial plan is in place and you are working towards reaching your goals.

Meet the financial planning team

Director | Certified Financial Planner | Authorised Representative

Rachna Chandna

CFP® professional MBA MMGT(Finance) , Bcom (Acc) DFP

Rachna is a Certified Financial Planner® practitioner with 25 years' experience in financial planning and leads the Emerald Private Wealth team. She prides herself on the highest levels of professionalism, honesty, integrity and a down to earth jargon free approach with clients. Rachna specialises in advice for self-managed super funds, high net wealth individuals and families, retirement planning advice and financial advice for the not for profit sector.
An ‘Authorised Representative’ of RI Advice.
Senior Financial Adviser| Authorised Representative

Anna Tran

MFinPlan BSc(Psychology)

An integral part of Emerald Private Wealth, Anna has had 19 years’ professional experience within the financial services industry. Anna is passionate about working with clients to build a solid foundation in understanding the importance of each step in the financial planning process - A process that starts with early planning for a secure financial future. Anna specialises in investments, personal insurances, superannuation, retirement planning and aged care advice.
An ‘Authorised Representative’ of RI Advice.
Financial Consultant

Robert Vaughan

BBus CPA AFA

Robert has worked in the financial advice industry for over 30 years. During this time, Robert has guided many clients through their life stages and provided invaluable advice to help them achieve their lifestyle goals and financial security. Robert takes pride in imparting his extensive knowledge, and uses his experience in guiding the Emerald Private Wealth team.

Admin team

Client Services Officer

Alexander Coulson

As Client Services Officer at Emerald Private Wealth, Alexander is always willing to support clients in securing their financial freedom and reaching their goals through the support of our planners. With a passion for finance and the markets whilst also nearing completion of his Finance/Information Systems degrees, Alexander is an essential part of the Bridges North Sydney Team.
Client Services Officer

Vir Suri

Client Services Officer Vir is committed to assisting client in reaching their financial goals through the support of our planners. Vir’s rectitude and high levels of professionalism means liaising with client and helping them reach their goals comes as natural. With an aptitude for investing and fund management, Vir is completing his degree in Commerce (International) and is a fundamental part of the Emerald Private Wealth team.
Client Services Officer

Bradley Percival

As Client Services Officer at Emerald Private Wealth, Bradley has a passion for structuring investment portfolios with analytics. He supports the financial advisers with technical and administrative input. Bradley is completing his double degrees in Applied Financial and Economics and is an integral part of the Emerald Private Wealth team.
Client Services Officer

Annabelle Lee

Lee BPol MPICT DFP

Annabelle is an integral part of the Emerald Private Wealth team, committed to making your financial planning experience seamless and comfortable.
With 6 years’ experience and post graduate master levels of qualifications, Annabelle is the first port of call for any inquiries for the administration team.