About Me

I am the Sole Proprietor and Senior Financial Adviser of RI Moreton and specialise in pre and post retirement planning. I am also an accredited aged care advice professional and can assist you with helping understand this complex area.

I have enjoyed 30+ years’ within the financial planning industry and I am an active member of the Financial Planning Association of Australia. I am also privileged to hold their highest designation of a Certified Financial Planner.

I take the time to get to you know your personal situation and formulate strategies to achieve your desired goals.

I pride myself on the ongoing relationships I hold with my clients and truly care about each and every client’s personal situation.