At RI Advice Alderley, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
Since we opened in 1991 under the name RetireInvest, RI Advice Alderley has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.
We'd like to introduce you to our team.
Brisbane wouldn’t be Brisbane without RI.
Bert Dugdale
Financial Adviser
Grad Dip Fin Plan., Dip FS, Dip FP, B Eng
If you’re looking at this photo wondering if you’ve ever met Bert, then you probably haven’t. With an infectious cackle, and no fear for telling it like it is, Bert has a bizarrely deep enthusiasm for aviation, genealogy and travelling.
He is one of RI Alderley’s advisors and proprietors, having joined RI Alderley in 2004 as a paraplanner. Bert has worked in the financial services industry since 2003 and was a civil engineer in Singapore for the 10 years prior.
In 2017, Bert was selected as one of Australia’s top 50 financial advisers by financial publishers Barron’s and The Australian Newspaper.
Bert Dugdale
Financial Adviser
Grad Dip Fin Plan., Dip FS, Dip FP, B Eng
If you’re looking at this photo wondering if you’ve ever met Bert, then you probably haven’t. With an infectious cackle, and no fear for telling it like it is, Bert has a bizarrely deep enthusiasm for aviation, genealogy and travelling.
He is one of RI Alderley’s advisors and proprietors, having joined RI Alderley in 2004 as a paraplanner. Bert has worked in the financial services industry since 2003 and was a civil engineer in Singapore for the 10 years prior.
In 2017, Bert was selected as one of Australia’s top 50 financial advisers by financial publishers Barron’s and The Australian Newspaper.
He is married to Ming, they have two children, Leah and Sean, and a dog, Luccia.
Kylie Goedee
Provisional Financial Adviser
Grad Dip Fin Plan., P Grad Cert (MBA), Adv Dip FS
Kylie is working hard to complete her Professional Year, learning from Sensei Bert. She is currently completing her training to become an Adviser and will be attending many of Bert’s meetings as part of that journey.
Having worked in the industry since 2003 with numerous perspectives from previous roles within financial services, and a quick-fire sense of humour, we’ve loved having Kylie as a member of the RI family since 2017.
In 2022, Kylie became a Proprietor of the business, partnering with Bert and Ming.
Kylie Goedee
Provisional Financial Adviser
Grad Dip Fin Plan., P Grad Cert (MBA), Adv Dip FS
Kylie is working hard to complete her Professional Year, learning from Sensei Bert. She is currently completing her training to become an Adviser and will be attending many of Bert’s meetings as part of that journey.
Having worked in the industry since 2003 with numerous perspectives from previous roles within financial services, and a quick-fire sense of humour, we’ve loved having Kylie as a member of the RI family since 2017.
In 2022, Kylie became a Proprietor of the business, partnering with Bert and Ming.
In her spare time, Kylie is lucky enough to be able to enjoy authentic Italian, home-cooked meals courtesy of her head-chef husband Salvo, and spend time with their young sons Romeo and Henri. On top of all that, Kylie is also fluent in Thai.
Ming Dugdale
Office Manager
Grad Dip (Management), B Sc
Co-Owner, Office Manager, and an all-round lovely lady, there’s very little Ming can’t do! Having worked in various jobs in Singapore at an orchid farm and a precast concrete factory (where she met Bert); and more recently preparing quotes for a Brisbane cabinet maker, Ming brought her talent to the RI family in 2014.
Ming Dugdale
Office Manager
Grad Dip (Management), B Sc
Co-Owner, Office Manager, and an all-round lovely lady, there’s very little Ming can’t do! Having worked in various jobs in Singapore at an orchid farm and a precast concrete factory (where she met Bert); and more recently preparing quotes for a Brisbane cabinet maker, Ming brought her talent to the RI family in 2014.
Ming’s seemingly endless talent extends to her fluency in Hokkien, Mandarin, Malay and English. She enjoys gardening, cooking and travelling.
Aris Atmadja
Paraplanner
M Comm (Banking & Finance)
If you’ve ever wondered about nutritiously adorable treats for your doggos, Aris is your guy. If you’re wondering who pumps out your advice documents, Aris is also your guy.
Aris Atmadja
Paraplanner
M Comm (Banking & Finance)
If you’ve ever wondered about nutritiously adorable treats for your doggos, Aris is your guy. If you’re wondering who pumps out your advice documents, Aris is also your guy.
Aris and his wife Ivon enjoy creating healthy treats for their furry friends, with their dog Collie assuming the role of Chief Taste Tester. The three of them also enjoy going on bushwalks together. Having worked in the financial services industry since 2008, and since joining us in 2010, Aris is a powerhouse when it comes to creating strategies to help clients reach their goals. As if that wasn’t talent enough, Aris is fluent in Indonesian and English.
Phoebe Clark
Client Service Officer
Phoebe will be the first and last smile you see when you come to our office!
Phoebe is a constant reminder to the rest of the team how old we are. While young, Phoebe joined the RI family in 2021 with a wealth of knowledge and experience.
Phoebe Clark
Client Service Officer
Phoebe will be the first and last smile you see when you come to our office!
Phoebe is a constant reminder to the rest of the team how old we are. While young, Phoebe joined the RI family in 2021 with a wealth of knowledge and experience.
She lived on the Åland Islands (pronounced “oh-lahnd”) in Finland for 12 months as part of her Rotary Youth Exchange in 2017, and travelled around Europe, including a long weekend in St Petersburg (and has the Putin t-shirt to prove it)!
She has also lived in Temora, Ardlethan, Adelaide, a dairy farm just out of Meningie, Wagga, West Wyalong, Sydney, and Hervey Bay! Phoebe has called Brisbane home since 2018.
*Bert Dugdale is an authorised representative of RI Advice Group Pty Ltd, ABN 23 001 774 125. AFSL 238429.
