Authorised Representative of Consultum / Dip FP
Richard is the company founder and senior financial planner at Rba. He joined the Financial Services industry in May 1976 and has continued to work throughout the Goulburn Valley and beyond. Richard's extensive experience in Insurance, Superannuation and Financial Planning has aided him in building Rba and the large client base we service.
Richard is a member of the Financial Planning Association of Australia.
Authorised Representative of Consultum / Adv DFP / HDip.bus / Bsc. biomed
Andrew joined Rba in April 2011. He has an honours degree in Biomedical Science, a Post Graduate Diploma in Business and a Diploma in Financial Planning. He is responsible for servicing our Melbourne clients and assisting Richard in North East Victoria and the Goulburn Valley. Andrew is also a member of the Financial Planning Association of Australia.
Authorised Representative of Consultum / CFP®, AEPS®
Kathy joined Rba in March 2005. Kathy specialises in retirement planning and has considerable experience with Centrelink Issues. Kathy is a Certified Financial Planner CFP® practitioner and an AEPS® Accredited Estate Planning Strategist. Kathy works closely with Richard on strategy and planning issues and also assists in servicing clients. Kathy is also a member of the Financial Planning Association of Australia.
Authorised Representative of Consultum / Dip Financial Advising
Damien joined Rba in April 2016. He has been working in the financial services sector for the past 15 years and has been a qualified Financial Planner for the past 7 years. He is responsible for servicing our Melbourne clients and assisting Richard in North East Victoria and the Goulburn Valley. Damien is also a member of the Financial Planning Association of Australia.
Authorised Representative of Consultum / Grad Dip FP
David joined Rba as a financial planner in 2018. David has come from a career in the health sector. He is a qualified physiotherapist and has owned and operated his own physio practices. He is acutely aware of the unique challenges facing business operators in this sector and is keen to assist with strategies to help maximise your chances of financial success.
Amanda joined Rba in June 2001 as a receptionist and has taken on more and more responsibilities as Rba has grown over past two decades and is now the Practice Manager overseeing all operations at our Shepparton and Melbourne offices
Laima joined Rba Financial Group in June 2019 and is based in our Melbourne office. Laima has over 20 years of experience in the Financial Planning field, starting as a Para Planner in 1998, before studying and progressing to an Adviser role. She left the industry for a few years before launching back into para planning in 2017. Laima’s role is to assist the advisers by preparing advice documents and researching financial products to ensure a high level of service and advice.
Catherine looks after all of our marketing needs from our website and social media to our newsletters and client seminars.
Reception and Client Services
Steph joined Rba Financial Group in October 2019 and has quickly progressed into a Client Services role where she is able to help with queries and requests. Steph has experience is Reception and Administration and can provide a valuable service to our clients. Steph works full time as part of the administration team in the Shepparton office.
Skye joined Rba Financial Group in February 2020 as part of the administration team in Melbourne. Skye has had previous experience in the Client Services area of Financial Planning and is able to attend to queries and requests for clients of our Melbourne advisers. Skye is working full time and is the first point of call for administration queries for Damien and David’s clients.
Client Service Officer
Chelsea joined Rba in April 2021 in a Client Services role, where she is able to help with queries and requests. Chelsea provides a valuable service to our clients, working full time as part of the administration team in our Shepparton office.
Patrick joined Rba in October 2020 while studying his Commerce degree at Deakin University. He intends to complete his Masters in Financial Planning in 2022 before becoming a qualified financial adviser at Rba Financial Group. He is a huge Richmond Tigers fan and plays footy for his home town Mansfield.