At RI Canberra, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.

Since we opened in 1995, RI Canberra has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.

We would like to introduce you to our team.

 
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John Carberry – Senior Financial Adviser

CFP, Dip FP, FINSIA (A Fin), Dip Fin Markets (FINSIA)

John Carberry – Senior Financial Adviser

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John Carberry – Senior Financial Adviser

CFP, Dip FP, FINSIA (A Fin), Dip Fin Markets (FINSIA)

I have worked in the financial services industry since 1974. Fifteen years of banking were followed by 6 years of financial planning in association with a large financial institution. I joined RetireInvest in 1995, bringing considerable experience and skills that are useful in helping my clients attain financial security and growth.

Qualifications and ongoing education is an important consideration for all financial advisers and something I take seriously. I have a Diploma in Financial Planning from Deakin University and hold the internationally recognised Certified Financial Planner™ or CFP® qualification from the Financial Planning Association of Australia (FPA). I also have a Diploma in Financial Markets from the Financial Services Institute of Australia (FINSIA) and an Accounting Diploma. With these qualifications and extensive experience, I am well qualified to help clients to achieve their financial goals.

As a member of the FPA I have maintained a high level of technical expertise by attending ongoing training. As a result, I am capable of dealing with current and future financial problems facing clients and with the most up to date solutions.

My particular area of interest is in retirement planning and aged care advice. Too many people take this for granted and think they can deal with retirement and aged care when it happens. However, this can lead to a very poor outcome, both in terms of your financial security and lifestyle. Early planning can help you lead the retirement and aged care lifestyle you deserve, and I can help with that.

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Rachael Bursell - Financial Adviser

I am passionate about improving equality and ensuring that both men and women have the same financial opportunities.

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Rachael Bursell - Financial Adviser

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Rachael Bursell - Financial Adviser

I am passionate about improving equality and ensuring that both men and women have the same financial opportunities.

Rachael grew up with financial planning, watching her father establish himself in what was at the time such a small industry compared to today. She followed in his footsteps an has been working in the financial planning industry for over 16 years in a variety of positions, before taking on the role of adviser in 2017. She is passionate about improving equality and ensuring that both men and women have the same financial opportunities. Her focus is on helping her clients protect what’s important and plan for the future.

Rachael holds the Diploma of Financial Planning and is currently in the process of completing a Masters of Financial Planning.

When she’s not helping her clients protect what’s important and plan for the future, Rachael is a wife to Torsten and mum to Lily and Elijah and has a penchant for travel, an addiction to coffee and a weak spot for good gin.

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Jacinta Evans - Client Services Officer

As Client Services Officer, Jacinta is responsible for ensuring that all the administrative needs of our clients and advisers are met.

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Jacinta Evans - Client Services Officer

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Jacinta Evans - Client Services Officer

As Client Services Officer, Jacinta is responsible for ensuring that all the administrative needs of our clients and advisers are met.

As Client Services Officer, Jacinta is responsible for ensuring that all the administrative needs of our clients and advisers are met.

She is often the first person you will talk to when you contact our office and she is the key link between client, adviser and fund manager. She performs a range of essential support roles such as taking client enquiries, document preparation and facilitation of processing forms such as withdrawals and investments.

Jacinta is a highly motivated, enthusiastic and diligent team member with a keen eye for detail and always has a big smile on her face which makes her a delight to be around!