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Make great decisions today.

We provide trusted, quality financial advice to local families, creating peace of mind and choice when building their financial future.

Organise a meeting with us to discuss your financial goals

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ABOUT RI ADVICE SUTHERLAND

At RI Sutherland we help you make the most of your finances no matter what stage of life you are in.

We care.

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What do we do?

We provide trusted, quality financial advice to local families, creating peace of mind and choice when building their financial future.

Why RI Advice?

We are advice driven with financial products only being a means to an end. We value long term trusted advice relationships and have done so since our foundation in 1991.

Your financial future is important, and it’s critical to get quality advice.

We have extensive experience and a breadth of education. Our advisers at RI Sutherland are degree qualified and certified Financial Planners with the Financial Planning Association.

ABOUTUS

WHAT OUR CLIENTS SAY ABOUT OUR WORK:

"I came to Daniel Fogden for advice on what is the best way to arrange my assets as my wife and I move to retirement. I have been very impressed with Daniel’s expertise in this very specialised area and with how easy he and his team have made it to make the changes required. Without this advice, we would have paid more tax than was necessary and improved our Estate Management position, which wasn’t even something that we had considered.

Our assets have also performed very well since Daniel took over management and this will allow me to retire earlier than I was previously expecting.

I am very happy to recommend RI Advice Sutherland, and particularly Daniel Fogden."

Robert, Woolooware

OUR TEAM

At RI Advice Sutherland, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.

Since we opened in 1991, RI Advice Sutherland has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.

Meet our experienced team:

Paul Fogden

CFP®, CERTIFIED FINANCIAL PLANNER®

Adviser Profile

Daniel Fogden

CFP®, CERTIFIED FINANCIAL PLANNER®

Adviser Profile

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OUR CLIENT SERVICE TEAM

Simone Kilham

CLIENT SERVICE OFFICER

Cassi Tindall

CLIENT SERVICE OFFICER

Renee Ball

CLIENT SERVICE OFFICER & RECEPTIONIST

Alex Javines

FINANCIAL PLANNING ASSISTANT

OURTEAM

HOW WE CAN HELP

When you are deciding what type of a financial adviser you want to work with it is important to consider that the relationship is as important as the advice.

You want someone who really listens to you, understands your situation and has your interests at the forefront of their mind at all times. That’s why we think you should talk to us.