Advisers and Executive Team
Patrick is a Certified Financial Planner and holds a Master of Applied Finance and Investment degree. He is a member of the Strategic Policy committee of the Financial Planning Association and the Vice President of the Western Australian Club. Regularly quoted in the media, his motto is 'Take your work seriously, but don't take yourself too seriously.' On the other had, most of the rmgfs team suspect his true motto is 'I'm not hard to please, I just like things done my way'! Read Patrick's blog here. Contact Patrick here
John is a Certified Financial Planner who holds his Diploma of Financial Planning. Having been a planner since 1987, John understands that sticking to sound financial strategies regardless of short term market positions is key to achieving lifestyle goals. John's primary responsibility is for the delivery of ongoing service and advice for our clients. He works with them to help ensure their financial portfolios are keeping pace with any changes in their personal circumstances. John is married to Cathy, and they have two young children. Contact John here
Sandy is a Certified Financial Planner who holds a Diploma of Financial Planning. Having worked in Financial Services since 1991, Sandra has a broad and extensive knowledge in many areas of financial planning. With an efficient, professional and most of all, simple and easy approach to financial planning, Sandra will leave you with a personalised financial planning solution. Sandra and her husband Glen are very proud of their two married daughters and new baby granddaughter. Contact Sandy here
Linda is a Certified Financial Planner and qualified for her Diploma of Financial Planning with a distinction in every unit. Linda has been in the profession since 1993 and she enjoys developing new strategies for clients and maintaining ongoing client relationships. Linda is a proud mother to Sarah and Tracy and a proud Nanna of her grandchildren. She is married to John and in spite of her former peripatetic life, still enjoys travel! Contact Linda here
Julian is a Certified Financial Planner and holds a Diploma of Financial Planning. Since 1984 he has been involved in all aspects of life insurance, superannuation and wealth creation. Julian's particular expertise is in working with accountants for the benefit of clients and their financial objectives. Julian is a past WA rugby representative who played against the likes of the " British Lyons" and the "All Blacks". He is now a competitive golfer. Julian enjoys family life with his wife Karen and daughter Holly. Contact Julian here
Mark has a Bachelor of Commerce degree and a Diploma of Business. His particular area of expertise is with business owners and professionals. He is deeply familiar with the issues they face to build, protect and grow their wealth. Mark is renowned with his clients for bringing innovative insights to their situation. However, behind the scenes he is renowned for doting on his two dogs! Contact Mark Edwards here
Sing has a Bachelor of Commerce degree and a Graduate Diploma of Financial Planning. He has over 10 years experience in financial services. He has specific responsibility for providing ongoing advice through our Smart Money Program. Sing is renowned amongst his clients for his listening ability and attention to detail. Contact Sing Koay here
Pauline is a Certified Financial Planner who holds a Diploma in Financial Planning and a Bachelor of Arts with Honors. Pauline has been working in the Financial Services profession since 1994. She is renowned for the methodical way she approaches financial planning benefit for the of her clients.Pauline's other passion is her family. She spends her time running around after her pre-school daughter and is looking forward to the arrival of their second child later in the year. Contact Pauline Flynn here
Andre is a Certified Financial Planner and holds an Advanced Diploma of Financial Services. Andre has been working in the Financial Services profession since 2005. Andre works closely with his clients to develop a financial plan that fits with their lifestyle and achieves their desired goals. Andre and his wife Geraldine are kept busy with their 3 young sons, Dylan, Jack and Mitchell. When Andre is not helping out at Auskick he loves to fish & travel. Contact Andre Parker here
Bob is a Certified Financial Planner who holds a Bachelor of Arts and a Bachelor of Education along with a Graduate Diploma of Applied Finance and Investment. His expertise is assisting clients with complex financial situations, ensuring the outcomes meet their lifestyle targets. Bob has a strong understanding of world economics and how this can affect your investments. A published author of economic text books, Bob enjoys spending time with his family, and he is an avid sports follower. Contact Bob Miller here
Jeff is a Certified Financial Planner who has worked in the Financial Services professionsince 1976. Jeff's experience is extensive and varied, and he is a respected leader in the planning community. Jeff's specialty is in taxation planning for executives and professionals. Jeff enjoys helping clients make smart decisions with their finances, enabling them to get on and enjoy life. Jeff likes to maintain an active lifestyle making some time for surfing and snowboarding. Contact Jeff Glance here
Diana's priority is managing our behind-the-scenes operations, so that our service delivery to you is always top-notch. She has been with rmg for over 6 years and has nearly 20 years experience in financial services. If you need some assistance on an administrative matter and your adviser isn't available, please ask for Diana. Contact Diana here
Team Members
Frances
Judy
Linda
Christine
Amanda
Natalie
Vicki
Shelley
Kathleen
Frances, Judy, Linda, Christine, Amanda, Natalie, Vicki, Shelley & Kathleen
do the hard work behind the scenes so that your adviser can focus on providing you with exceptional service. As well as admin support, they are great problem solvers who use their experience to get results for you. If you have any queries that don't require that you speak to your advisers, they would be delighted to assist.
Contact them here
Innovative and resourceful
rmg financial services is the trading name of Pajoda Investments Pty Ltd, ABN 33 127 407 238, which holds a corporate authorised representative agreement with Charter Financial Planning Ltd.
rmg financial services is an equity partner with ipac, one of Australia's leading financial advice and investment companies. ipac was co-founded over 25 years ago by Paul Clitheroe (of Channel Nine's Money fame) and his partners. ipac now invest over $12 billion of client funds - all from individuals just like you, who recognise the need for sound advice and professional management in order to achieve their lifestyle goals.
Since 2005, rmg financial services has been a Certified Quality Advice Practice, a status bestowed on only a limited number of businesses within Charter's network. This status recognises the strong culture of compliance and quality of advice within rmg, and is a result of regular audit approvals over a period of time and high educational standards amongst our advisers.
Pajoda Investments Pty Ltd, ABN 33 127 407 238
trading as rmg financial services.
Corporate Authorised Representative number 328419
ipac securities limited, ABN 30 008 597 595
AFS Licence No. 234656
Charter Financial Planning Ltd, ABN 35 002 976 294
Australian Financial Services Licensee License Number 234665
Principal Member of the FPA
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