Financial Advice Chermside
Meet Chermside’s Financial Advisory Team
Adv Dip FS (FP), C Dec, B Bus (Acc), F Fin - Proprietor
Michael has worked in the financial services industry since 1989.
Michael commenced the RetireInvest (RI) Chermside Office in July 2007. Prior to joining RI, Michael was employed with Suncorp for over 7 years and held roles as a financial planning manager and strategy adviser. He has also worked as a financial adviser and investment accountant for various financial services organisations, both in Brisbane and Sydney.
Michael holds a Post-Graduate Diploma in Investments and Finance, Bachelor of Business and an Advanced Diploma of Financial Planning.
Michael loves keeping fit with F45 training and regular morning walks with his pet dog Molly. Michael lives in Brisbane, with his fiancé Shana and daughter Malori.
Nicole joined the RI Chermside office in October 2008 after spending the previous 7 years in Event Management.
Nicole is your first point of contact at Chermside and provides support to our clients and adviser in all matters of administration including completion of paperwork, liaising with clients and the fund managers.
Being a Mum to 2 teenage boys keeps Nicole very busy but she also enjoys spending time with family and friends, cooking, gardening and dining out.
Client Liaison Hound
Molly sharing cuddles with our clients. You can also book a cuddle with Molly
Services to Meet Your Financial Needs
ASX listed investments
Wealth Projections & Planning
Self Managed Superannuation
Referrals to specialists (Accountants & Solicitors)
5 Reasons to Choose RI Advice Chermside?
Fee For service arrangements
Diverse range of services
Over 25 years of professional experience
Tailored, Adviser led recommendations
Trusted and Personalised engagement
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How to Make an Appointment
07 3359 0022
Where are We Located?
Our Office is based in Chermside, Queensland (close to Westfield Chermside).
We generally offer appointments during business hours (9am-5pm). However, home based and after hours appointments are also available, depending on location (additional fees may apply).
Our office is also part of the RI Advice – RISEQLD group, which has RetireInvest offices in Mt Gravatt, Caloundra and the Brisbane CBD.
RI Chermside is an Authorised Representative of RI Advice Group Pty Ltd ABN Number 23001774125 and AFSL Number 238429
This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider the relevant Product Disclosure Statement.