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.
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.
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.
P Grad Cert (MBA), Adv Dip FS
She’s an advice-preparing machine, a culinary globe-trotter AND a coffee enthusiast – say hi to Kylie! Having worked in the industry since 2003 with numerous perspectives from previous roles, and a quick-fire sense of humour, we’ve loved having Kylie as a member of the RI family since 2017.
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.
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.
*Bert Dugdale is an authorised representative of RI Advice Group Pty Ltd, ABN 23 001 774 125. AFSL 238429.