At RI Gold Coast, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
You get the best of both worlds at RI Gold Coast. 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.
CEO
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Jeff English
CEO & Senior Financial Adviser
Qualifications: CFP(r), B Com, CPA, C.dec
Jeff has been in the finance industry since 1994 starting out as a Certified Practicing Accountant and member of the Australian Society of CPA’s after completing a Bachelor of Commerce at the University of Southern Queensland. He joined the RI team as a financial adviser in 1998, and holds an internationally recognised Certified Financial Planner™ (CFP)® qualification from the Financial Planning Association of Australia (FPA).
In 2001, Jeff became a partner in RI Toowoomba and Ipswich and is now the Chief Executive Officer of the business. His passion for growth and development has seen him serve as Deputy Chair, Treasurer and Secretary of RI Advice Group’s Proprietors’ Advisory Council (PAC) culminating in him receiving the prestigious Proprietor of the Year award.
In recognition of our continued success, Jeff and the RI Toowoomba team have qualified for RI Advice Group's Platinum Adviser and Platinum Practice award for the last 9 years.
Born and raised in Toowoomba, Jeff often worked in his family's business. He is a local lad through and through and enjoys travelling with his wife and two children. He enjoys all things sport and is a regular on the squash courts.
COO
Steve Browning
Chief Operating Officer
Qualification: B Com, Dip FS (FP)
Steve Browning
Chief Operating Officer
Qualification: B Com, Dip FS (FP)
At RI Toowoomba, I am privileged to lead a diverse team of Financial Services professionals, who are committed to help clients achieve a secure and comfortable lifestyle, free from financial worry. We deliver financial wellbeing by deeply understanding our client’s needs & aspirations and delivering trusted, professional advice in a simple, understandable way.
In my role as Chief Operating Officer, I am responsible for enhancing the client experience through business transformation, developing and executing the business’s growth strategy, and leading the team through significant change.
Prior to joining RI Toowoomba, my nearly 30-year financial services career has spanned a variety of Leadership roles for one of the world’s top 15 Financial Institutions. Whether it be providing advice to clients, managing Advice teams or leading the Business Unit’s strategy and performance, I have always taken enormous pride in creating an exceptional client experience and cultivating a positive working environment for others to thrive. Often described as an optimistic realist, I enjoy unlocking the unseen potential in others.
Born, raised and educated in Toowoomba, I am a husband and father of 3, who enjoys testing my limits through extreme outdoor activities, instructing martial arts and playing tennis.
Management Team
Linda English
Finance & Business Enablement
Qualifications: B Com, CPA, C.dec
Linda English
Finance & Business Enablement
Qualifications: B Com, CPA, C.dec
Linda joined the RI Team in 1999 and holds a Bachelor of Commerce with a major in Accounting. Linda is a Certified Practising Accountant and also a Commissioner for Declarations. With a keen eye for detail and numbers, she manages the financial aspects of the business.
Prior to her life at RI, Linda was employed with The Chronicle in various roles as Front Counter Supervisor, Payroll and Accountant for the Non-Daily Newspapers before starting a lovely family of two.
Always busy with the children’s activities and the accounting books, she has found some ‘me’ time attending regular Body Pump and Circuit classes. Linda loves to relax by watching a good movie or travelling with her family.
Aimie Jessep
Operations & Systems Execution
Aimie Jessep
Operations & Systems Execution
Aimie is our consummate all-rounder and oversees the delivery of our compliant services to our valued clients. Aimie performs her duties with aplomb.
Aimie has over 20 years of administrative experience; over ten of them within the financial industry. Aimie has a friendly and professional demeanour and genuinely cares about the welfare of our clients.
Outside of work, Aimie enjoys spending time with her family and friends, experiencing Toowoomba’s unique boutiques. Most weekends you will find Aimie cheering on the sidelines of her daughters soccer game and her sons chess tournament.
Advisers
Steve Lowe
Financial Adviser
Qualifications: AFP®, DFS(FP)
Dene has worked in the financial services industry since 1987, initially with the ANZ Bank and then with a Financial Planning firm where he went on to become a Board Member and Practice Manager before branching out and setting up his own practice. Dene holds a Diploma of Financial Services (Financial Planning) and is a qualified Financial Planner (AFP)® with the Financial Planning Association of Australia (FPA).
Based on the Sunshine Coast, Dene joined the RI Team in September 2016 and will focus on servicing our client base in the Sunshine Coast, Central and Far North Queensland.
Outside of work, Dene enjoys spending time with his family, including three grandchildren. Dene has a love for motorcycling, is an active member of the Ulysses Motorcycle Social Club (for motorcyclists over age 40) and he enjoys the windy roads of the Sunshine Coast hinterland on his bike.
David Findlay
Financial Adviser
Qualifications: B Com, Dip FP
Dave joined the RI Team in February 2014 as an Adviser Personal Assistant. He has a Bachelor of Commerce and four years experience in the Financial Planning industry. These qualifications combined with Dave’s friendly and approachable personality means our clients are always delivered an outstanding experience.
Dave spends his weekends exploring on his motorcycle and having adventures with his children as well as creating culinary delights to share with family and friends
Diana Nocerino
Financial Adviser
Qualifications: Grad. Cert. FP; Dip. FS (Financial Planning)
Being in the finance industry since 1985, Diana has many years of experience to draw upon, and has been involved with several financial institutions, including roles as Manager with the Commonwealth Bank, Suncorp and St George. She has also worked with clients for investments and insurances through Norwich, Zurich and Macquarie. Diana has a fantastic, tolerant family, who share her love of the outdoor lifestyle of the Gold Coast, its excellent facilities, beaches and people with personalities that match the sunny weather. She also sings in a ladies’ a cappella chorus (there’s the family tolerance) and competes annually. Her client Service Proposition focuses on Life Insurance Products, including Annuities, Term Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance.
Noel Bailey
Financial Adviser
Qualifications: Cert IV in Financial Planning
Noel is a Sunshine Coast based Risk Adviser dealing in all areas of life risk insurance and claims advocacy.
Alex Holmes
Financial Adviser
Qualifications: B Com
Alex joined RetireInvest in 2024. He has a Bachelor of Commerce and 6 years’ experience within the financial services industry. Alex has a strong passion for helping people reach their lifestyle goals which enables him to interact with our clients in a professional and friendly manner.
Alex is a football enthusiast and enjoys travelling with his fiancée.
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Andrew Bird
Financial Adviser
Qualifications: B.Bus (Banking and Finance), Adv Dip FP
Andrew's passion is helping people understand their personal cash flow and assisting them maximise the probability of achieving their financial goals.
With a broad knowledge of the finance world, he can simplify financial concepts.
Working with business owners to protect their assets and implement risk management strategies to simplify business succession strategies.
Specialties: Superannuation, Investment, Insurance, Loans
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Michael Iacovella
Financial Adviser
Qualifications: Adv Dip FS (FP), C Dec, B Bus (Acc) F Fin
Michael has been in the Financial Planning Industry since 1989. He has performed a number of different roles, including as a Fund Accountant, Area Sales Manager and Financal Planner.
Michael has been working at RetireInvest since July 2007, and recently works from our Sunnybank Hills office, providing advice services on various topic's, including retirement planning, investment selection, personal insurances and tax planning.
Support Staff
Abbey English
Executive Assistant
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Abbey English
Executive Assistant
Abbey has been apart of the RI Toowoomba team since 2014 where she completed a Certificate III in Business. Abbey is currently studying a Bachelor of Business & Bachelor of Psychology.
Outside of work Abbey loves to travel overseas, having worked in England and Scotland.
Angie Clem
Practice Administrator
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Angie Clem
Practice Administrator
Angie joined the RI Team in August 2013 in a part time administrative role. With her “nothing is too much trouble” attitude, Angie is a valued member of our team, effortlessly providing quality assistance to our Advisers and clients alike.
In her leisure time, Angie enjoys camping with her husband and three boys. She also shows an artistic streak in her beautiful jewellery creations.
Charli Bernauer
Practice Administrator
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Charli Bernauer
Practice Administrator
Charli joined our Toowoomba team in October 2024. As an ambitious all-rounder, Charli ensures the comfort of our clients and takes pride in supporting their financial journey. Charli presents initiative in expanding her knowledge so she can continue to offer dynamic support in our developing industry.
Tim Barnsley-Cooper
Client Relations Team Member
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Tim Barnsley-Cooper
Client Relations Team Member
Tim joined the RI Team in April 2023 with 16 years of banking experience. Tim assists with all client documentation and has a flair for attention to detail. Tim will ensure that the review process is handled accurately from start to finish.
Outside of work Tim is kept busy, spending time with his wife and 5 beautiful children along with his commitment within the Church.
Bryce Callaghan
Client Service Officer
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Bryce Callaghan
Client Service Officer
Bryce has recently joined our Sunnybank Hills office as a Client Service Officer. Bryce is finishing his Financial Planning degree and looks forward to being a Financial Adviser in the future.
Sal Stevens
Client Service Officer
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Sal Stevens
Client Service Officer
Sal has been a valued member of the Lifecover team for two years, serving as an Adviser Assistant. With a diverse background in Health, Construction, Banking, and Insurance, she brings a wealth of knowledge and experience to our Client Relations team. Outside of work, Sal enjoys playing tennis, pursuing videography as a hobby, and sipping coffee by the beach.
Megan Shipton
Client Relations Team Member
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Megan Shipton
Client Relations Team Member
Megan joined our Client Relations Team in March 2024. With over 17 years of administrative experience, Megan enjoys the relationships she builds with clients, and the impact she makes within the team. Megan looks forward to expanding her knowledge so she can continue to offer dynamic support in our developing industry.
Megan is imbedded with the Toowoomba Basketball Association, when she is not cheering on her kids courtside, you will find Megan creating something extraordinary with fabric.
Dawn Nixon
Adviser Support
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Dawn Nixon
Adviser Support
Having over 17 years’ experience in the financial planning industry as a Paraplanner and Administrator, Dawn joins the Adviser Support team with a wealth of experience.
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Hamad joined RI Toowoomba in April 2022 as Adviser Support. Hamad has a Bachelors in Business Management and MBA from the UK, as well as a Diploma in Financial Planning in Australia.
Hamad has been working in the financial industry in Australia since 2016.
Outside of work, Hamad is a family man spending weekends doing chores and errands.
Celeste Sutton
Compliance
Qualifications: Adv Dip FS (FP)
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Celeste Sutton
Compliance
Qualifications: Adv Dip FS (FP)
