You get the best of both worlds at RICGM. There's the confidence of knowing you're with one of the most well-known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups. And there's the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.

Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.

David Henry

David Henry

Proprietor Financial Adviser
Dip FP, AFP CFP®

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David has worked in the financial services industry since 1992. Prior to joining RetireInvest as a financial adviser in October 2001, he worked as a financial planner in a number of large organisations within the financial services industry.

David holds the internationally recognised Certified Financial Planner™ or CFP® qualification from the Financial Planning Association of Australia (FPA) and a Diploma of Financial Planning. He is also an Associate of the Financial Planning Association of Australia. With these qualifications and experience, David is well qualified to help clients to achieve their financial goals.

Jennifer Piera

Jennifer Piera

Senior Paraplanner & Office Manager – Colac
Cert IV (Business Administration)

Jennifer completed year 12 at the Colac College in 2000 and has gone on to complete certificates II, III and IV in Business Administration. Jennifer started with RetireInvest as an Administration Officer in 2003 and was promoted to Officer Manager in 2005.

With Jennifer’s qualifications and experience, she is well qualified to deal with the day to day running of the office, heading our Paraplanning, providing quality client services, and maintaining compliance within all offices.

Megan Mcguinness

Megan McGuinness

Office Manager – Geelong

Megan was born and bred in Geelong, and has over 18 years of business & administrative experience, in roles ranging from Office Manager to a Business Partner in a Real Estate Agency.

Starting with RetireInvest in August 2016, Megan has a very high client service ethic, and the experience required to provide a high level of client and administrative support.

Away from work, Megan loves spending time with her young family, annual overseas holidays, and is a fitness fanatic, enjoying running, cycling & weight training as part of her daily routine.

Brooke Haberfield

Brooke Haberfield

Client Services Officer

Brooke has recently moved to Geelong from Warrnambool where she worked in the financial planning and accounting industries. Brooke has completed a Cert III in business administration and has over 5 years experience in customer service.

Brooke started with RetireInvest in August 2016, and values excellent client assistance and service with a smile.

When Brooke is away from work she enjoys social outings with friends and spending time with her family at their dairy farm in Mepunga.

Leissa Kelly

Leissa Kelly

Receptionist
BEd, MEnvSci, PhD

Leissa is new to our practice and to the Financial Planning Industry. However, she brings with her a wealth of experience in education and business administration in a diverse range of fields including: hospitals, zoos and aquaria, government and not-for-profit agencies, as well as in private consultancies.

She began her career as a secondary science teacher and has used her qualifications to travel around Australia project managing events and programs, delivering training and education courses and in community consultation.

Her experiences and qualifications (she holds a Bachelor of Education and has just completed her PhD) ensure she is well qualified to provide quality office administration support service.

Ruby Marwood

Ruby Marwood

Receptionist
Cert IV Leadership and Management

Ruby completed year 12 at Trinity College Colac in 2015, and is currently completing her Certificate IV in Leadership and Management. Ruby has previously worked in the hospitality industry providing professional customer service for a number of years. Ruby’s experience and current training makes her well equipped in providing quality client service and assistance.