David has been providing financial advice to clients since 1994 and is licensed to do so by the Australian Securities & Investment Commission (ASIC). He is a Certified Financial Planner and holds both a Diploma of Financial Planning and a Masters of Personal Financial Planning. David specialises in providing financial advice to clients in the entertainment industry and understands the unique nature of the field. He can work with you on an ongoing basis to ensure that the right decisions are made to build and protect your financial affairs.

He specialises in giving advice in the following disciplines:

• Debt Management
• Cash Flow Management
• Investment Planning
• Self Managed Superannuation Funds
• Direct Equities
• Life Insurance & Personal Risk Management
• Business Life Insurance & Succession Planning
• Estate Planning

David is an Authorised Representative of RI Advice Group Pty Limited ABN 23 001 774 125, AFSL 238429. As such, he is authorised by RI Advice Group Pty Limited to give advice on investment and securities, superannuation, life insurance and estate planning matters.

Warren has been providing financial advice to clients since 1990 and is licensed to do so by the Australian Securities & Investment Commission (ASIC). He is a Certified Financial Planner and offers a comprehensive Estate and Financial Planning service and will work with you to help create, preserve and manage your wealth.

He specialises in giving advice in the following disciplines:

• Investment Planning
• Superannuation and Retirement Planning
• Self Managed Superannuation Funds
• Small Business Superannuation Funds
• Direct Equities
• Life Insurance & Personal Risk Management
• Business Life Insurance & Succession Planning
• Estate Planning

Specifically, Warren will work with you to formulate, implement and manage these planning strategies in line with your individual needs, objectives, and personal financial circumstances.

Warren's clients are usually referred by other professionals, including Accountants and Lawyers, or they are Directors/Senior Executives of our Corporate clients, seeking personal financial advice.

Warren is an Authorised Representative of RI Advice Group Pty Limited ABN 23 001 774 125, AFSL 238429. As such, he is authorised by RI Advice Group Pty Limited to give advice on investment and securities, superannuation, life insurance and estate planning matters.

Phillip has been providing financial advice to clients since 1989 and is licensed to do so by the Australian Securities & Investment Commission (ASIC). He holds a Financial Planning Certificate and Mortgage Advice Qualification in the UK. He also holds an Australian Diploma of Financial Services (Financial Planning).

He specialises in giving advice in the following disciplines:

• Debt Management
• Cash Flow Management
• Investment Planning
• Superannuation and Retirement Planning
• Life Insurance & Personal Risk Management
• Business Life Insurance & Succession Planning

Phillip has extensive experience in financial planning, including meeting the needs of high net worth clients. His personal approach to looking at an individual's specific position allows him to build a very high rapport with his clients, which assists in meeting their goals and objectives.

Phillip is an Authorised Representative of RI Advice Group Pty Limited ABN 23 001 774 125, AFSL 238429. As such, he is authorised by RI Advice Group Pty Limited to give advice on investment and securities, superannuation, life insurance and estate planning matters.