At RI 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 Sutherland 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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Paul Fogden

CFP®, CERTIFIED FINANCIAL PLANNER®

Paul Fogden

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Paul Fogden

CFP®, CERTIFIED FINANCIAL PLANNER®

I have worked in the financial services industry for over 25 years specialising in pre-retirement and retirement planning.  He prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.

I hold the internationally recognised Certified Financial Planner or CFP qualification from the Financial Planning Association of Australia(FPA), and I am recognised as a financial planning specialist (FPS) by CPA Australia. I also have a Bachelor of Commerce degree, I am a Registered Tax Agent and Certified Practising Accountant. With these qualifications and experience, I am well qualified to help clients to achieve their financial goals.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation
General advice I provide
  • Small business advice
  • Estate planning

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memeber

Daniel Fogden

CFP®, CERTIFIED FINANCIAL PLANNER®

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Daniel Fogden

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Daniel Fogden

CFP®, CERTIFIED FINANCIAL PLANNER®

Daniel has been working in the financial services industry for over 6 years and holds a Bachelor of Commerce (Financial Planning), a Bachelor of Laws and is a Certified Financial Planner®. Utilising his broad education and experience, Daniel focuses on placing people at the centre of the advice process to provide for an open and informed client engagement.

General advice I provide
  • Small business advice
  • Estate planning

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