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 / Adv Dip FP
Amanda joined Rba in June 2001 and she is responsible for the running of the office and all client services.
Catherine looks after all of our marketing needs from our website and social media to our newsletters and client seminars.
Reception and Administration
Nicole joined Rba Financial Group in September 2016 in a part time administration capacity but quickly impressed everyone and was promoted to a full time receptionist role in our Shepparton office in October 2016.
Monica De Fazio
Client Services and Support
Monica joined Rba in January 2015 coming from an extensive administration and sales background. Monica began her role on Reception, she is now working behind the scenes making appointments for our advisers and aiding them with their compliance requirements.
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.