Understanding, Advice & Support Help your dreams become reality. Protect what you’ve worked hard for. We’ll work with you to develop a plan to help you get more from your finances, whatever your stage in life – with personal advice tailored to your own unique situation.

With a network of eight associated offices in Brisbane, Chermside, Mt Gravatt, Bribie Island, Caloundra, Caboolture, Fortitude Valley and Kawana Waters we provide a strong local presence in South East Queensland. Our network forms part of the broader national RI Advice group which has over one hundred offices throughout Australia, and has built a reputation as one of the most recognised and respected financial planning groups in Australia. You can gain peace of mind knowing we have access to a wealth of resources as RI Advice Group is part of ANZ Bank, one of the largest insurance, banking and investment groups in Australia.

Our Aim To improve the financial security of our

clients through Understanding, Advice and Support to provide them with peace of

mind.

Our Services

We provide professional and reliable advice and services which are

individually tailored to secure our clients ongoing financial position.

Understanding — It’s personal.

We see financial advice as a personal service. Everyone’s life and views are different. That’s why we take the time to understand where you are at in life, where you are financially and where you want to be. We appreciate that you’ll have preferences for how you’d like to get there. So we explain and talk through different options and listen to your responses. Your needs are paramount. We see our role as empowering you to make informed decisions.

Advice — It’s comprehensive. You can access advice across diverse financial matters – from wealth accumulation, lending services and Centrelink benefits advice to planning for aged care, redundancy, taxation, insurance and planning your estate. So whatever circumstances you find yourself in, we’re here to help you get more from your finances. We’ve also aligned ourselves with professionals in complementary service areas like mortgage and insurance broking and accounting to give you the benefit of quality referrals, if required.

Support — It’s professional. Our years of experience and education, our regular training, and the support we receive from dedicated research, technical and compliance teams ensures the advice we offer is amongst the best in the field. We don’t take a ‘set and forget’ approach. We’re here to partner with you – helping you keep focused on your goals, as well as reviewing your financial arrangements to ensure they keep in tune with your changing lifestyle.

It’s ongoing.

We believe that advice is an ongoing process and we are committed to providing support on an ongoing basis. Your needs will change over the years and we want to be involved in ensuring your finances continue to meet your needs and we have established an ongoing review program to maintain this contact and support.

Our group

Our experience Our network of advisers has over 100 years experience in providing financial advice to local communities in Queensland. Wherever you are in life, we can tailor a strategy to meet your financial goals. You gain real benefits from our Network.

Quality service and support We aim to drive a culture of high quality client service. Advisers in our network meet regularly to generate fresh ideas and ensure consistent, quality advice. You can also rest assured that you will be supported by a team of advisers with similar aims and focus.

Value for money Our administration process aims to make our client experience as smooth as possible and our shared resources bring economies of scale. These savings can then be passed on to you so that you are guaranteed real value in the advice and support we provide.

Our advice Includes:

Superannuation - Building your superannuation before retirement - Contributions strategies - Self Managed Super Funds - Consolidation of superannuation plans

Redundancies and rollovers - Entitlements - Tax implications - Superannuation issues - Re-employment or early retirement

Retirement planning - Funding retirement lifestyles - Income streams such as annuities and account based pensions (allocated pensions)

Centrelink entitlements and advice - Pensions, allowances and associated benefits - Centrelink assistance

Insurance planning - Life Insurance - Total and Permanent Disability Insurance - Trauma Insurance - Income Protection - Business succession and key person insurance planning

Estate planning and aged care advice - Asset distribution - Wills - Power of Attorney - Aged care cost - Guardianship

Wealth creation and Investment planning - Savings plans - Borrowing to invest - Tax effective investments - Salary sacrifice

Gifts and Inheritances Education funding

Some of the benefits of our support include:

• Regular seminars and newsletters to keep you informed of market trends and financial and lifestyle news • Referrals to professional contacts like accountants and solicitors • Dedicated research and technical teams that give your adviser up-to-date information on investments and new legislation • The reassurance of well established professional standards policies and proven compliance and procedures within our network • You’ll find a team that will work with you to identify and understand your needs, that simplifies the complexities of the finance world, and can recommend products from a wide variety of financial institutions.

Financial success rarely happens by accident. Start planning your success today.

Our team

Our network of 8 offices has a team of 19 which includes 8 financial advisers and a highly skilled paraplanning and technical services support team. Our financial advisers have a combined 100 years experience in the financial services industry and currently manage approximately $400 million of client funds between them, which makes them well placed to assist you with your financial need and objectives.

Ken Wicks CFP ®

CPA,B Bus (Acc), CSM,

Dip FP, C Dec

Financial Adviser

Proprietor

Michael Iacovella

B Bus (Acc), ASIA,

C Dec

Financial Adviser

Proprietor

Kerrie Bampton

Dip FP, AFP

Financial Adviser

The RI Advice Group Our network is part of RI Advice Group Pty Ltd, ABN 23 001 774 125, AFSL 238429, For more information on the RI Advice group, which has more than 100 offices and over 80,000 clients throughout Aus-tralia, ask us for a copy of our corporate profile brochure, ‘One life, make the most of it’. This is general advice only and does not take into account any person’s objectives, financial situation or needs. Consider

whether the advice is right for you before making a decision.

www.RIseqld.com.au

‘Like’ Us on Facebook ‘RI Advice South East QLD’

On iTunes & Play Store RI SE QLD

‘

Peter Saunders

Dip FP, C Dec

Business Manager

Proprietor

Sharyn Hampson

AFP, Dip FP,

Financial Adviser

Jenny Zileke

CFP, Dip FP,

Financial Adviser

Joe Cronin CFP ®

Financial Adviser

Proprietor

David Peck

CFP ®, Dip FP,

B Bus (Mgt), C Dec,

Financial Adviser

Contact Us

Dee van Tienen

Dip FP, Dip FMBM

Financial Adviser

Mt Gravatt

1470 Logan Road, Mt Gravatt QLD, 4122 PO Box 783 Mt Gravatt QLD 4122 Phone 07 3343 7611 Fax 07 3343 7622

Caboolture

Suite 7, 71 King Street Caboolture QLD 4510 Phone 07 5428 3776

Brisbane City

HSBC Building Level 20, 300 Queen Street, Brisbane, QLD, 4000 Phone 07 3343 7611

Caloundra

28 Oval Avenue, Caloundra QLD 4551 PO Box 1042 Caloundra QLD 4551 Phone 07 5491 6722 Fax 07 5491 6652

Bribie Island

128 Goodwin Drive, Bribie Island QLD 4507 PO Box 1042 Caloundra QLD 4551 Phone 07 5491 6722

Chermside

Level 1, 823 Gympie Road, Chermside QLD 4032 PO Box 120 Chermside QLD 4032 Phone 07 3359 0022 Fax 07 3359 0200

Kawana Waters

3/19 Premier Circuit Warana QLD 4551 Phone 07 5491 6722

Fortitude Valley

Level 1, 41 O’Connell Terrace Bowen Hills QLD 4006 PO Box 1443 Fortitude Valley QLD 4006 Phone 07 3137 0619 Fax 07 30090028