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

Rachna Chandna
Director | Certified Financial Planner | Authorised Representative

Rachna Chandna

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

Rachna is a Certified Financial Planner® practitioner with 27 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.
Anna Tran
Senior Financial Adviser | Authorised Representative

Anna Tran

MFinPlan BSc(Psychology)

An integral part of Emerald Private Wealth, Anna has had 21 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 Planner | Authorised Representative

Matt Last

BCom GradDipFP

Matt has 12 years experience within the financial services industry, 7 of those within financial planning. Matt takes great joy in getting to know clients and appreciating everything they have achieved in life, and where they want to head towards. Matt works diligently with his clients during the whole financial planning process, with a great emphasis on removing as much worry and stress from clients as possible, so that their financial futures are secured. Matt specialises in investments, insurances, superannuation, retirement planning and Centrelink Age Pension strategies.
An ‘Authorised Representative’ of RI Advice.
Diane Bleasdale
Client Services Manager, Risk & Insurance

Diane Bleasdale

DFP ChLP

Heading up the Risk Insurance Service team, Diane has over 30 years’ experience within Financial Services as an insurance specialist and is committed to providing ongoing service to Emerald Private Wealth clients in relation to their insurance policies and need to protect their, and their family’s lifestyle. We also provide Claims Assistance Service to help our clients in the event of a claim navigate the claims process and receive their appropriate benefit payments.
Diane will be working closely with the Emerald Private Wealth Advisers to review our clients’ insurance requirements so that their cover can continue to meet changes in their personal situation, needs and objectives. Diane supports Emerald Private Wealth with a process that provides our clients with relief and assurance (that they have a financial strategy in place), confidence and satisfaction (with a professional looking after clients’ interests) and peace of mind (knowing that clients are protected if things go wrong as they build their wealth to fund retirement).
Client Services Officer

Ann Watkins

Ann is the newest member of our team. With over 20 years banking and finance experience, she has managed multi-lingual contact centres across Asia Pacific. As Client Services Officer at Emerald Private Wealth, Ann provides administrative support to our clients.
Client Services Officer

Annabelle Lee

MTerr&SecuritySt BPolicing DipEventMgt DFP

Annabelle is an integral part of the Emerald Private Wealth team, committed to making your financial planning experience seamless and comfortable.
With 8 years’ experience and post graduate master levels of qualifications, Annabelle is the first port of call for any inquiries for the administration team.
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.