You get the best of both worlds at RI Wide Bay 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.

Since we opened in 1996, RI Wide Bay have become one of Queensland’s leading providers of financial advice.

 
memeber

Kathy Paget     

Authorised Representative Servicing Bundaberg, Hervey Bay & Maryborough Offices

CFP®,  Dip.FP 

memeber

Genevieve de Szoeke    

Authorised Representative Servicing Bundaberg, Hervey Bay & Maryborough Offices

Adv DipFS (FP)

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memeber

Karen Otto

Authorised Representative Servicing Bundaberg Office

Dip FP

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memeber

Rebecca Mayes

Authorised Representative Servicing Hervey Bay & Maryborough Offices

Dip FP

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memeber

Nathan Green

Authorised Representative Servicing Bundaberg, Hervey Bay & Maryborough Offices

Dip.FP 

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memeber

Helen Jorgensen

Practice Manager

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memeber

Rebecca Muller

Client Service Officer

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memeber

Kirsty Myers

Client Service Officer

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memeber

Amy Rutherfurd

Client Service Officer

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memeber

Kylie Christensen

Client Service Officer

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memeber

Carine Pedersen

Administrative Manager

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memeber

Patricia Pearce

Receptionist / Administration Assistant

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