At RetireInvest Ballarat, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
You get the best of both worlds at RetireInvest Ballarat. There's the confidence of knowing you're with one of the most well-known financial planning groups in Australia, RI Advice Group, 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 would like to introduce you to our team.
CFP®, Dip FS, Adv Dip FS, B.Ed.
Derek joined RetireInvest Ballarat as a Financial Adviser early in 2007 and became a partner in 2015. Prior to this he taught for 16 years in Australia and England. Derek holds the internationally recognised Certified Financial Planner (CFP®) designation. Derek also holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning) and a Bachelor of Education. Derek is well qualified to provide financial advice across a broad range of areas such as investment, superannuation (including SMSFs), retirement planning, aged care, Centrelink and personal and business insurance.
AFP®, LRS®, Dip FS, Adv Dip FS
Craig entered the financial services industry in 2002 after 20 years as a teacher with the Victorian Education Department. Craig became a Partner in RetireInvest Ballarat in 2008. Craig holds the Associate Financial Planner (AFP®) designation along with the Diploma of Financial Services and the Advanced Diploma of Financial Services. Craig is well qualified to provide financial advice across a broad range of areas such as investment, superannuation and retirement planning strategies. Craig specialises in Aged Care and Age Pension strategies and support.
Technical Manager, Paraplanner
Phil has over 40 years’ experience in the financial services industry. In 1997 after 21 years in the banking industry, Phil joined RetireInvest Ballarat as a Paraplanner and technical services manager. Since that time Phil has developed a very close working relationship with our clients and advisers and places a very high level of importance on the delivery of quality customer service.
Georgia joined RetireInvest as Office Manager in April 2011 after having worked in the financial services industry for 3 years prior. Georgia’s effectiveness in dealing with clients and managing office tasks ensures that the business operations are run in a very efficient manner. In addition, her bright and bubbly personality ensures that all of our clients are well looked after.
Office Manager/Client Services Officer
Ben joined RetireInvest Ballarat as Office Manager/Client Services Officer in July 2018. Prior to this Ben worked at IBM for 2 years and has undertaken studies in Marketing and Tourism at Deakin University. Ben currently holds a Diploma of Financial Planning.