The expertise to put your mind at ease
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.
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.
Proprietor and Financial Adviser, RI Advice Circular Quay
Authorised Representative, CFP, B Sc, Dip Ed (Syd), TC, Dip FP, JP
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.
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Janelle Carey
Office Manager/Administrator
I've been working in the Banking and Financial Services industry for over 20 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.
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Pauline Doherty
BA
Office Manager
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. |
Contact
Level 6
2 Bulletin Place
Circular Quay NSW 2000
Phone: 02 9241 3733
Fax: 02 9252 5044
Click here to contact us or make an appointment
Links
Get up and Grow eBook
News
Investment Update
View an update on the economy
Monthly Technical Update
View the latest edition
inTouch magazine
View the latest edition of our quarterly magazine, inTouch
Monthly Editorials
View our lastest editorial: A helping hand when you need it
Keeping You In Touch Seminar
The date for our next seminar will be announced soon
Aged Care Update
I recently attended a 'Financial Planners round table conference hosted by the Aged Care and Community Services Australia (ACSA). This followed the results of an Aged Care paper produced by the Productivity Commission. Importantly, the round table highlighted that with Australia's ageing population the area of Aged Care affordability is highly topical. It was an honour to be invited to contribute to this conference.
UnitingCare Ageing (UCA)
On 25 October 2011, I co-presented at UCA. Our presentation showed once again the importance of receiving quality advice on Aged Care and included a case study of different outcomes Click to view the presentation
Commercial Law Association (CLA) Seminar
– 7 June 2010
I presented at a CLA seminar on Self-Managed Superannuation Funds.
Ongoing Service Statements
Statements are now issued annually at yearly review meetings so possible changes and opportunities can be discussed
In your 20s or 30s?
Click here to view our Get up and Grow e-book
Professionals
If you need other services, we can refer you to an appropriate professional, such as an accountant, solicitor or mortgage adviser. Please contact us
Affordable Aged Care – John Walker
I presented, on behalf of RI Advice, at the Commercial Law Association Seminar on Affordable Aged Care.
The seminar was chaired by John Watkins, CEO of Alzheimers Australia and was closed by the Hon. Justine Elliot, Minister for Ageing.
Click to view my presentation of the event
Click to view photos from the seminar,
and
Click to view ING's News Release on the event.
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