Our Team
Patrick is a Certified Financial Planner and holds a Master of Applied Finance and Investment degree. He is a former member of the organizing committee of the WA chapter of the Financial Planning Association and a committee member of the Western Australian Club. Patrick specialises in assisting professionals and business owners in creating wealth. As a former rocker turned 'corporate suit' Patrick gets a lot of enjoyment from the burgeoning musical careers of his children, Alex and Charlotte. He and his wife Sue love scuba diving, skiing and getting down to the beach. He dreams of one day having a single figure golf handicap. 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.
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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!
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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
Eugene joined rmgfs in 2008 after being recruited from South Africa where he had been a Certified Financial Planner since 1993. As a former attorney, he has completed LLB and MBA degrees, and also holds a Diploma in Financial Services. Eugene's primary focus is to develop strategies for new clients. He is married to Tennie (for 20 short years) and they are the proud parents of France and Michael.
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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.
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Christine, Karen, Natalie, Amanda, Vicki, Kathleen, Shelley & Lorraine 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
Contact us now for a free, no-obligation discussion of how we can help you achieve your lifestyle goals.
SmartMoney Guide
We all want to feel in control of our finances, and understanding how your money flows in and out is the first step.
The smart money guide helps you take control. It's easy to use, and won't take long to complete. You'll build an accurate picture of your cash flow and see how to make best use of your money.
Getting started
what's your life direction?
See what Paul Clitheroe has to say about your life directions here
Portfolio Management Service
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