OUR ADVISORY TEAM
CFP, Dip FP - Proprietor
Joe has worked in the financial services industry as a financial adviser since 1986.
He joined RetireInvest in 1988 and in 1993 commenced the Mt Gravatt business and is a proprietor of the RI South East QLD group.
He holds the internationally recognised Certified Financial Planner or CFP qualification from the Financial Planning Association of Australia (FPA). This qualification requires ongoing educational and professional development to ensure that the practitioner is up to date with the latest industry information and able to service client needs professionally.
Joe is married to Fiona, enjoys keeping fit, skiing and travelling.
CFP, B Bus (Acc), CSM, Dip FP, C Dec, CPA - Proprietor
Ken has worked in the Financial Services Industry since 1978.
He joined RI in 2001 becoming a proprietor of the business and provides strategic advice to clients in Brisbane, Bribie Island and the Sunshine Coast. Prior to joining RI he held various senior roles in other organisations in the financial planning, financial services and superannuation industries.
Ken is married to Sandy and has 3 young adult children. He enjoys watching his children play sport, camping, skiing and is an avid rugby supporter.
Adv Dip FS (FP), C Dec, B Bus (Acc), F Fin - Proprietor
Michael has worked in the financial services industry since 1989.
He commenced the Chermside Office of RI South East Qld in July 2007. Prior to joining RI, he 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.
He holds a Bachelor of Business and an Advanced Diploma of Financial Planning and is also a Fellow of Finsia.
Michael loves swimming, practising yoga, cooking, dining out and travelling overseas.
CFP, Dip FP, C Dec, B Bus (Mgt)
David has worked in the financial service industry since 1982. Prior to joining RI in 2013, he held various roles in the areas of financial planning, and practice management and development.
He holds the internationally recognised Certified Financial Planner or CFP qualification and is a member of the Financial Planning Association of Australia (FPA).
As a financial adviser, David enjoys helping to bring financial security to the lives of individuals, business owners and professionals. He also has a passion to work with boards of not-for-profit organisations to assist them in achieving consistent, sustainable income.
David has been married to Barb for 32 years. He has two sons and a daughter, all married as well as two grandsons. He loves to spend time relaxing with his family and friends, he enjoys movies, reading and loves travelling.
AFP, ADFS(FP), CDec
Kerrie Bampton has worked in the financial services industry since 2000.
Kerrie started as a paraplanner and moved to an adviser role in 2004 before joining RI in 2007. Kerrie is based in our Mt Gravatt office and holds an Advanced Diploma of Financial Planning, as well as being accredited in Direct Shares and Self-Managed Superannuation Funds.
She is a Financial Planner AFP® member of the Financial Planning Association of Australia and also a Commissioner for Declarations.
Kerrie is happily married to Michael and has two adult children, Kiel and Kayla and one grandchild, Leo. Away from the business, she enjoys golfing, camping, overseas travel and spending time with family.
CFP®, Dip FP
Jenny joined RetireInvest Caloundra in August 2015, having recently relocated from Brisbane. She brings with her, 20 years’ experience in the financial planning industry, in roles ranging from Client Services to Senior Adviser.
She holds a Diploma of Financial Planning (Deakin University), has completed the Certified Financial Planner (CFP) education program and has attained CFP professional status. In her role as associate adviser, Jenny is responsible for assisting the advisers with financial strategies, research and producing the advice documents.
Jenny is enjoying the coast lifestyle including spending time at the beach, getting out in the boat for a bit of fishing and being closer to family.
AFP®, Dip FP
Sharyn has been in the financial services industry for over 20 years and has worked as a Financial Planner since 2002. She joined RetireInvest Caloundra in July 2017.
She holds a Diploma of Financial Planning (Deakin University) and is an AFP® member of the Financial Planning Association of Australia. She is also accredited in Self Managed Superannuation Funds and Margin Lending.
Sharyn is married and has two young daughters who keep her busy – whether it be wearing the Dance Mum or the Basketball Mum hat. She enjoys relaxed barbecues with friends and enjoying the coastal life that the Sunshine Coast offers.
Terry has been working within the Financial Services Industry on and off for the past 27 years. He began his career in Banking, working in many roles; including retail, commercial and business lending. He began as a Financial Planner in 1998 and worked in various planning roles up until 2010, where he sold his own Financial Planning practice to take on some challenges within the not for profit sector.
Terry’s extensive experience within the Financial Planning field, along with experience from other sectors, holds him in a good position to understand and help clients achieve their financial goals.
More recently, Terry has managed and run businesses within different industry sectors, before re-entering the Financial Planning field in 2018. He holds a Diploma of Financial Planning from Deakin University.
Terry has been married to Julie for 17 years. He has two young daughters, that keep him busy. Terry enjoys motorsport, both watching and taking part; enjoys travel and most of all spending time with his family.
OUR SUPPORT TEAM
Business Manager, Proprietor
Peter has had over 30 years in the Financial Services Industry with 23 years with AMP – 15 years in Sales Management positions.
He joined RetireInvest & RI Advice in August 2005 as the Business Manager responsible for the day to day running of the various businesses. He is also a co proprietor of the Caloundra/Morayfield and Chermside businesses. Peter holds a Diploma in Financial Planning and is a Commissioner of Declarations.
Married to Helen with 2 children, outside of work Peter enjoys watching his kids play sport, spending time with family and friends and following most sports as an armchair expert.
Sandy joined RI in 2001 and manages the financial accounts for the business. With 3 teenage children most weekends are spent watching them participating in various sports.
Sandy also enjoys going to the gym, camping, skiing and travelling overseas.
Amy joined the Mt Gravatt team in December 2013 as Office Administrator before taking on the role of Client Services Officer in 2016.
Prior to joining the team Amy has gained extensive administration experience working in the Aviation Industry as an Administration Coordinator with Qantas. Amy originally comes from South Australia where she worked as a winemakers assistant in the Barossa Valley.
Amy holds a Diploma of Human Resources, a Cert 4 in Mental Health (Non Clinical), Certificate of Fundamentals Corporate Management and a Cert 2 in Wine Industry Operations.
Amy loves to travel abroad and experience different cultures. She has been to over 21 countries. In her free time Amy enjoys spending time with her family and friends.
Abbi joined the Caloundra RI Team in June 2014 as Office Administrator before moving to into a Client Service role in November 2014.
Prior to joining the team, Abbi gained extensive experience in providing administrative support in the Financial Planning sector both in Australia and Ireland.
Abbi holds a BA Honours Degree and has recently completed her Diploma in Financial Planning.
Outside work, Abbi enjoys spending time with her fiance Adam, fur child Mitch and keeping active.
Rachael joined the RI Caloundra team in January 2017 after relocating to Caloundra from Brisbane with her husband and two children.
Rachael brings administration experience from her previous role as office manager for an accounting firm in Brisbane.
Outside of RI Rachael enjoys spending time with family & friends whatever the occasion may be including the many out of school activities with the kids. She also enjoys sewing, baking and edible gardens.
Yvonne joined RI Caloundra in January 2018 and brings with her many years administration experience.
When she’s not busy at work, she is usually running around with the kids to sporting activities. As a family they love being outdoors in the garden and exploring the beauty of the Sunshine Coast.
Chris has worked in the finance industry since 2006, joining RI Mt Gravatt in March 2013.
Chris’ role provides support to our clients and advisers in all matters of administration including completion of paperwork, liaising with clients and the fund manager.
He has completed his Diploma in Financial Services (Financial Planning) and a Diploma in Business and will be looking to advance those skills by completing his Advanced Diploma of Financial Planning.
Chris is married with 2 young children. He enjoys travelling and getting out of the house with family & friends, bush walking, trekking up local mountains and when at home relaxes while watching a wide range of sports.
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 advisers in all matters of administration including completion of paperwork, liaising with clients and the fund managers.
Being a Mum to 2 young boys keeps Nicole very busy but she also enjoys spending time with family and friends, watching her children participate in their sporting activities and having the odd hit of tennis.
Client Service, Dip FP, CDec
Tara joined the Mt Gravatt office in September 2012. Prior to joining RI, Tara spent 3 years working for another local Financial Planning practice where she started at reception and worked her way to a Client Support Role.
Tara now holds a Diploma of Financial Planning and has extensive experience in providing complex, high value customer service coupled with knowledge of the financial services industry. Part of her role at RI is to provide support in all matters of administration including completion of paperwork, liaising with clients and advisers alike, and relevant fund managers. She is also a Commissioner for Declarations.
Tara was announced the RI Support Staff Person of the Year for 2013, and was also nominated as a finalist for this award in 2014. This is a National award given in recognition of excellent in support services, and is something that she is extremely proud of.
In June 2018 Tara got married to her husband Dean. She enjoys spending time with her husband and their dogs, as well as her family and friends. She is an avid traveller, and enjoys cooking, keeping fit and healthy, going to the beach and a good wine on a Saturday afternoon!
Sheralee joined the Mt Gravatt team in June 2016 as Office Administrator. Prior to joining the team
Sheralee gained extensive administration experience working in the Travel and Tourism Industry as an
Administration/Reservations Agent for Discovery Rentals.
Sheralee is originally from New Zealand where she also worked for Hertz & Qantas. She has a Certs 3 & 4
in Travel & Tourism and Cert 3 in Business Admin.
Sheralee loves to travel and experience new things. She has done a bit of travelling and can’t wait to explore more. She also loves spending time with friends and family and loves cars and cats.