Richard is the company founder of 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.

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.

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.

Mark commenced working in the Financial Services Industry in 2014. His initial role was a Paraplanner and after completing further studies Mark has now progressed into the role of a Financial Adviser.

Mark joined Rba Financial Group as a Financial Adviser in November 2022. Mark enjoys assisting Clients on their financial journey and helping to educate them through the process.

With his qualifications and experience, he is qualified to help clients achieve their financial goals.

Mark is a member of the Financial Planning Association of Australia.

Skye joined Rba Financial Group in February 2020 as a Client Service Officer in Melbourne. She has since worked in the capacity as a paraplanner and Client Services Manager. During this period, Skye has completed her Professional Year requirements to become a Financial Adviser. Skye has a keen interest in all things Centrelink, however, takes great pleasure in assisting all clients with their financial goals.

Skye is a member of the Financial Planning Association of Australia.

Parick joined Rba Financial Group in November 2020, while he was completing his Bachelor of Commerce at the University of Melbourne majoring in Finance and Management.

Patrick has been with Rba Financial Group since he completed his master’s degree in financial planning in 2022 and is currently based in Melbourne at the Ivanhoe office. Patrick has completed his Professional Year requirements to become a Financial Adviser, and is looking forward to assisting clients with all of their financial goals.

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.

Alma joined the Rba Financial Group team in June 2023 as part of our Administration team. With extensive experience in Financial Client Services, Alma is primarily responsible for providing high quality service to our clients and professional support to our Financial Advisers. Alms works full time in our Melbourne office.

Sharna joined Rba Financial Group as our Administration Assistant in May 2023, and was quickly promoted to a Client Services Officer. She is primarily responsible for providing day-to-day administration support to our advisers, clients, and the business. She has vast experience in banking and is now expanding her knowledge in the financial planning industry. Sharna works full time in our Shepparton office.

Keisha joined Rba Financial Group in August 2022 in our Paraplanning team. Keisha works full time, assisting our senior Paraplanner, Laima, with our financial modelling and preparation of client presentations.

Zyd joined Rba Financial Group in August 2022 in our administration and client services team and is primarily responsible for assisting our Advisers and Client Service Officers with administration support.

PJ joined Rba Financial Group in June 2024 in our administration and client services team and is primarily responsible for assisting our Advisers and Client Service Officers with administration support.

Michele joined Rba Financial Group in November 2022, and is our first point of contact for clients. She has a wealth of experience in customer service and administration, and is primarily responsible for providing administration support to our Advisers and the business. Michele works full time in our Shepparton office.

Liz started with Rba Financial in September 2024, and is primarily responsible for providing administration support to our Advisers, Practise Manager, and Client Service Officers with administration support.