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.

 
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Simone O’Hara

CFP®, SENIOR FINANCIAL PLANNER®

Simone O’Hara

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Simone O’Hara

CFP®, SENIOR FINANCIAL PLANNER®

I am a skilled and highly regarded specialist in the pre and post retirement planning area.  I have over 27 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.

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Leanne Tsoucalas

Client Services Manager

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Leanne Tsoucalas

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Leanne Tsoucalas

Client Services Manager

Leanne has 30 years’ experience in banking and finance, including financial planning and has specialised in looking after ongoing advice clients.  Leanne’s career has included working for two major banks as well as supporting financial planners in private practice.

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Allan Montoneri

Client Services Officer

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Allan Montoneri

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Allan Montoneri

Client Services Officer

Allan has over 5 years’ experience in banking and finance, and two years’ experience in client services and paraplanning.