You get the best of both worlds at RI Shepparton. 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.

Sandy Miller

sandy miller

Senior Financial Adviser & Co-Proprietor
Qualifications: CFP, Dip FP

Sandy Miller's Linkedin Profile

I commenced working in the financial services industry in 1987 and have been with RetireInvest since 1994. I am a co-Proprietor of the Shepparton office. My desire to assist people with their finances prompted the move into financial planning. I was an owner/manager of a financial planning and insurance business prior to joining RetireInvest. I have a Diploma of Financial Planning from Deakin University. I also hold the internationally recognised Certified Financial Planner™ or CFP® qualification from the Financial Planning Association of Australia (FPA). With these qualifications and experience, I am well qualified to help clients to achieve their financial goals.

Edward Dalle Nogare

Edward Dalle Nogare

Paraplanner
Qualifications: Diploma of Financial Services (Financial Planning)

I have been working in the financial services industry since 2006. I have experience in Self Managed Superannuation Fund administration, general financial planning administration and paraplanning. I enjoy analysing the options available to clients to decide the best strategy for their situation.

Linda Bourke

linda

Client Services Officer

Linda has been with the team since January 2013 in the role of client services officer. She is most likely the first voice you hear when you ring us, or the first person you see when visiting the office. Linda has 6 years experience in the financial services industry, and has worked in a number of different roles within a variety of financial firms. She brings over 25 years administrative experience to the team.

In her ‘other ’life, Linda is married to Joe and they have four adult children who are all off doing their own things. She lives in Benalla, and enjoys walking her dogs, visiting markets in the region and spending time with family and friends. Linda and Joe also have one very important ambition – to sample ALL of the good red wines in Australia!

Sue Tamburro

Sue

Client Relationship Support
On the job training, including MYOB and annual training workshops with XPlan.

I have been with RetireInvest since its inception in Shepparton in 1995. I enjoy working with all of our clients to help them achieve their goals.

I love spending time with my Partner, children and Grandchildren. I love travelling, gardening and patchwork.

Chenara Newbegin

Chenara Newbegin

Adviser, Support Staff
Qualifications: Dip FP and currently completing Adv DipFP

I commenced working in the financial services industry in 2007 becoming a qualified adviser in 2012. I currently have 3 years Financial Planning experience.

I love where my role takes me both professionally and personally and I am passionate about educating clients and providing quality advice in a simple and easy to understand manner. I get great job satisfaction from assisting individuals with all aspects of Financial planning

I currently work part time in the role of servicing adviser and admin support. When I am not working I spend all my time with my beautiful family and raising my son Marley.