We help you make the most of your finances. Whatever stage of life you’re in.
We do this by considering your circumstances, helping you to set goals, and developing a financial plan to get you there. We can even do the leg work for you, giving you more time to enjoy life.
At RI Circular Quay, we have the expertise, the experience and the resources to help you get wealth, grow it and keep it safe. Just as importantly, we can help you enjoy it. Because real wealth is about making the most of what you’ve got whatever stage of life you’re in.
We know financial advice is as much about lifestyle and relationships, as money – that’s why we pride ourselves on long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years.
Since we opened in 2000, RI Circular Quay has become one of Sydney South’s leading providers of financial advice.
You get the best of both worlds at RI Circular Quay.There’s the confidence of knowing you’re with one of the most well-known financial planning groups in Australia, backed by the strength and resources of one of the country’s largest wealth management groups. And there’s the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.
Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.
I have worked in the financial services industry since 1984, all of which was spent as a financial adviser. Prior to the financial services industry, I worked in the area of education. In the last three years of my teaching career I also helped develop and run courses for teachers on time management, counselling and classroom management. My desire to assist people with their finances to ensure a financial peace of mind prompted the move into financial planning.
I joined RetireInvest in 1988. I am a member of the Association of Financial Advisers, a Justice of the Peace and have a Diploma in Financial Planning from Deakin University. I also hold the internationally recognised Certified Financial Planner™ or CFP® qualification from the Financial Planning Association of Australia (FPA). These accreditations, together with my extensive experience, means that I am well qualified to help clients to achieve their financial goals.
I started working in the Financial Services industry in 1987 and held various roles, from customer services to Personal Assistant, until I came to Australia in 2005. I began working with RI Advice Circular Quay in 2006 while studying and have been working full-time since completing my degree in June 2008.
I’ve been working in the Banking and Financial Services industry for over 30 years. I started working in Banking in 1983, then four years later moved to the Financial Services Industry in various administration and team manager roles. I joined John at RI Advice Circular Quay in September 2001 in a part-time capacity.
I am a new addition to the team at RI Circular Quay. I am currently studying Commerce Liberal studies at the University of Sydney and will graduate at the end of 2017.
My interests are in people and financial markets, as such I will be majoring in Finance, Economics and Psychology. I have an interest in financial planning and am currently beginning the journey by doing a Diploma in Financial Planning through Kaplan Professional Education.