Rachael Lee Montgomery


  • Based in Ho Chi Minh City, Vietnam

About Rachael

I hail from Australia and I have over 7 years experience in the finance industry.

I completed my bachelor of commerce at Monash University in Clayton and I am now furthering my career while studying for professional examinations through the Chartered Institute of Securities and Investment (CISI) based in the UK.

My main experience has been achieved in Hong Kong and further information can be found on my linked in page.

My main focus is to assist expats in Vietnam with personal financial planning strategies for retirement, Insurance, UK pension reviews and transfers, and investment properties.


Bachelor of Commerce (Marketing and Management) – Monash University

Certificate in Wealth & Investment Management (CISI).

International Introduction to Investment Award – (CISI).

General Insurance  (IA)

Long Term Insurance – (IA)

Linked Long-Term Insurance – (IA)

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