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.

Qualification

• CFP®
• Dip FP

LinkedIn Sandi Miller

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.

Qualification

• Dip FP
• currently completing Adv DipFP

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!

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.

Nick holds a Bachelor of Business Degree and a Diploma in Financial Planning.

Nick has extensive (20+ years) experience in the Financial Services Industry. During his career, Nick has gained extensive experience in financial planning, investment products, financial planning software, financial modelling and self-managed superannuation funds. He has also served as a committee member on the local Financial Planning Chapter.

Nick has a strong interest in investment markets and products including managed funds, direct shares and exchange traded funds (ETFs).

Nick is a keen AFL supporter and follows the Hawthorn Football Club.

Nick lives in Kialla with his wife Allison and three sons, Sam, Alexander and Edward.

Qualification

• B Bus
• Dip FP

Joe has come over to Financial Planning as a major career change after spending almost 40 years in the retail hardware industry. His background has been retail administration, stock management, purchasing, procurement, special project management, and the associated IT systems management.

Joe commenced with RI Shepparton in January 2016 as a part time trainee paraplanner, and has now moved into administration full time.

Joe’s interests outside of work include photography – he is the Vice President of his local Camera Club – watching car racing, travelling and wine appreciation. He also tackles DIY projects, and does some woodworking.

Joe lives in Benalla with wife Linda. They have four adult children.