You get the best of both worlds at RI Advice – RetireInvest Morisset. There's the confidence of knowing you're with one of the most well-known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups. And there's the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.

Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.

Brett Puxty

Brett Puxty

Financial Adviser and Managing Partner

Adviser Profile
Financial Services Guide

Brett has been working in the finance industry since 2001 and specialises in strategic advice in the areas of Financial Planning, Self-Managed Superannuation, Estate Planning, Personal Insurance, Business (Key Person/Succession/Ownership/Debt Protection) Insurance and Joint Venture/Property Development Protection.

Francis Coggan

Francis Coggan

Financial Adviser and Managing Partner

Adviser Profile
Financial Services Guide

Francis joined the Financial Services industry in 2012 as a paraplanner and has gained a vast array of technical knowledge during his 6 years in this role. Francis was appointed as a Financial Adviser in 2018, and is enjoying the personal side of the advice he constructs.

Glenda Chase

Glenda Chase

Financial Adviser

Adviser Profile
Financial Services Guide

Glenda has worked in the financial services industry since 1995 and holds the Diploma of Financial Planning. Glenda lives in the Toronto area and enjoys the many special features offered by life in the Lake Macquarie region.

Glenda also has over 20 years experience in the industry and focuses this experience on Office Management and Administration for the business.

Kelly Wickham

Kelly Wickham

Client Services Manager

Kelly has valuable experience working within the Risk Insurance industry prior to joining the team at RI Advice Morisset.

Kelly now undertakes a Client Services role, offering assistance to all our clients with documentation and processing.

Lyndal Holt

Lyndal Holt

Client Services Manager

As the first person to greet you at our Morisset office, Lyndal’s customer service focus and professional manner is ideally suited to her role in our office. Lyndal has experience working in financial planning offices, both locally and in Sydney, prior to joining our team.

Janine Moore

Janine Moore

Client Services Manager

Working in the financial services industry since 1996, Janine has a wealth of knowledge in most areas of the industry.

Janine enjoys getting to know our clients and assisting with their enquiries including the implementation of new business.