about us

Our team

You get the best of both worlds at RI Williamstown. There's the confidence of knowing you're with one of the most well-known financial planning groups in Australia, 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.


Bernie Cooney

Adviser

CFP® , B Ec, Grad Dip Acc, CPA, Reg Tax Agent

 

Bernie

Bernie has been employed in the financial industry since 1973. Prior to joining RetireInvest in 1992, he gained extensive commercial experience, particularly in the areas of economics, treasury and corporate finance. His desire to help people with their finances and apply his analytical skills to solving their financial problems, prompted his move into financial planning in 1992.


Bernie is a Certified Practising Accountant and Registered Tax Agent. He also holds the internationally recognised Certified Financial Planner™ qualification from the Financial Planning Association of Australia. As part of this qualification Bernie is required to undertake ongoing educational and professional development to ensure that he is fully aware of current industry information and able to service clients needs professionally.

 

These accreditations, together with his extensive experience, mean that he is well qualified to help clients to achieve their financial goals.

Jason Andrew

Adviser

Dip FP, EMBA, M.IntS, BS

 

Jason

Jason has been in the financial services industry for 15 years and first became a financial adviser 12 years ago. He holds a diploma in financial planning, an Executive MBA, Masters in International Studies and a Bachelor in Social Sciences.

 

He is a Trusted Advisor® who practices Values-Based Financial Planning™ and loves helping clients get their whole financial house in order. He also has extensive knowledge in business consulting and planning and assists SMEs in the field of strategic consulting. In his spare time he enjoys exercising, following rugby and spending time with his beautiful wife and 3 children.

Richard Owen

Adviser

Dip FP, CFP®, BSc (Hons)

 

Jason

Richard has more than 14 years’ financial industry experience, eight in a senior financial planning role for the ANZ, and holds the highest designation in financial planning (CFP) with an honours degree in mathematics.

 

He is a keen sportsman in activities such as soccer, cricket, tennis and golf. Richard is an avid Welsh rugby follower and he also enjoys reading and travel. Currently though, much of his time outside the business is spent with his beautiful wife and kids

 

 

 

Daisy Riitano

Adviser

Dip FS (FP), Adv Cert Mgmt/Mktg

 

Daisy

Daisy joined RI Advice in May 1992 and became a Financial Adviser in December 2004. She holds a Diploma of Financial Services (Financial Planning) and is well qualified to help clients to achieve their financial goals.

 

 

 

 

 

 

 

Antionette Elchaar

Financial Planning Assistant

 

Antoinette has over 14 years experience as a Financial Planning Assistant. She is an integral part of the financial planning team, assisting advisers in all facets of managing new and existing client relationships.

 

Winnie Wong

Tax Assistant

CPA®

 

Winnie is a qualified CPA®  who conducts personal returns, business returns and company financials. She assists consultants in the taxation and business consulting arm of the business.

Olga Batres

Office Manager

 

Olga has worked in the financial services industry since the opening of our Williamstown office in 1995. She manages various areas of the office from assisting in all administration, managing IT, accounts and overseeing office and staff process and procedures.