At RI Advice Moreton, we are the premier specialists in retirement advice. We help simplify your finances, so you can enjoy the retirement you imagined.
Since we opened in 2019, RI Advice Moreton has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.
We would like to introduce you to our team.
Simone O’Hara
CFP®, SENIOR FINANCIAL ADVISER
Simone O’Hara
Simone O’Hara
CFP®, SENIOR FINANCIAL ADVISER
I am a skilled and highly regarded specialist in the pre and post retirement planning area. I have over 30+ years’ experience in financial planning and I am dedicated to helping clients achieve the retirement lifestyle they want.
I take the time to get to know you and understand your individual situation. I listen to your hopes and dreams, and also take the time to understand your concerns. Experience has taught me that all clients are individuals and there is definitely no ‘one size fits all’ approach to planning a successful retirement.
Nina McInnes
Associate Adviser
Nina McInnes
Nina McInnes
Associate Adviser
As an Associate Adviser, Nina participates in client meetings with Simone and assists with the research and development of advice strategies. Nina also handles complex queries from clients. Nina has been in the Financial Advice industry for 5 years and has recently completed her Master of Financial Planning.
Outside of work you will either find Nina at the gym or enjoying spending time with her partner and children.
Helen Chapman
Senior Paraplanner
Helen Chapman
Helen Chapman
Senior Paraplanner
As a Paraplanner, Helen is primarily responsible for the preparation of our Statement of Advice documents. Helen works closely with the Financial Advisers to understand the client’s financial goals and objectives and to help the clients achieve the best possible outcome for their unique circumstances.
Helen has worked in the financial planning industry for over 20 years, across both administration and paraplanning roles.
Outside of work Helen likes spending time with her husband and two boys who are now in their 20’s and making their own way in the world. Helen also enjoys planning and going on holidays.
Allan Montoneri
Assistant Paraplanner
Allan Montoneri
Allan Montoneri
Assistant Paraplanner
As an Assistant Paraplanner, Allan has supported Simone since the beginning of RI Advice Moreton in 2019 and now assists Simone to manage her ongoing advice to her clients. Allan has a background in banking and financial services for the past 11 years. Allan also oversees the implementation and administration tasks for all client’s advice to ensure the advice is implemented accurately. Allan also helps with day-to-day tasks associated with running the business.
In his spare time, Allan enjoys playing basketball and spending time with his 3 year old daughter.
Cherie Fisher
Client Services Officer
Cherie Fisher
Cherie Fisher
Client Services Officer
Cherie is our Client Support Officer and is the first face you will normally meet when you visit our office. Cherie works closely with the team to ensure the office runs smoothly and assists the Financial Advisers. Cherie is your first point of contact for making appointments and is responsible for preparing all the documents prior to client review appointments. Cherie liaises with the product providers and assists clients with general administration queries.
Outside of work, Cherie loves spending time with her family and friends and is always planning her next adventure.