Our team

Jeff has been in the finance industry since 1994 starting out as a Certified Practicing Accountant and member of the Australian Society of CPA’s after completing a Bachelor of Commerce at the University of Southern Queensland. He joined the RI team as a financial adviser in 1998, and holds an internationally recognised Certified Financial Planner™ (CFP)® qualification from the Financial Planning Association of Australia (FPA).

In 2001, Jeff became a partner in RI Toowoomba and Ipswich and is now the Chief Executive Officer of the business. His passion for growth and development has seen him serve as Deputy Chair, Treasurer and Secretary of RI Advice Group’s Proprietors’ Advisory Council (PAC) culminating in him receiving the prestigious Proprietor of the Year award.

In recognition of our continued success, Jeff and the RI Toowoomba team have qualified for RI Advice Group's Platinum Adviser and Platinum Practice award for the last 9 years.

Born and raised in Toowoomba, Jeff often worked in his family's business. He is a local lad through and through and enjoys travelling with his wife and two children. He enjoys all things sport and is a regular on the squash courts.

At RI Toowoomba, I am privileged to lead a diverse team of Financial Services professionals, who are committed to help clients achieve a secure and comfortable lifestyle, free from financial worry. We deliver financial wellbeing by deeply understanding our client’s needs & aspirations and delivering trusted, professional advice in a simple, understandable way.

In my role as Chief Operating Officer, I am responsible for enhancing the client experience through business transformation, developing and executing the business’s growth strategy, and leading the team through significant change.

Prior to joining RI Toowoomba, my nearly 30-year financial services career has spanned a variety of Leadership roles for one of the world’s top 15 Financial Institutions. Whether it be providing advice to clients, managing Advice teams or leading the Business Unit’s strategy and performance, I have always taken enormous pride in creating an exceptional client experience and cultivating a positive working environment for others to thrive. Often described as an optimistic realist, I enjoy unlocking the unseen potential in others.

Born, raised and educated in Toowoomba, I am a husband and father of 3, who enjoys testing my limits through extreme outdoor activities, instructing martial arts and playing tennis.

Linda joined the RI Team in 1999 and holds a Bachelor of Commerce with a major in Accounting. Linda is a Certified Practising Accountant and also a Commissioner for Declarations. With a keen eye for detail and numbers, she manages the financial aspects of the business.

Prior to her life at RI, Linda was employed with The Chronicle in various roles as Front Counter Supervisor, Payroll and Accountant for the Non-Daily Newspapers before starting a lovely family of two.

Always busy with the children’s activities and the accounting books, she has found some ‘me’ time attending regular Body Pump and Circuit classes. Linda loves to relax by watching a good movie or travelling with her family.

Jordan has joined the RI Toowoomba team in November 2024, and has come from a holistic advice approach and specialises in processes and client experience. Jordan holds his Diploma of financial planning and is also a Justice of the Peace, JP(QUAL). With a keen eye for detail, business efficiencies, Jordan manages the daily operations and system processes within the RI Toowoomba Group.

Prior to RI, Jordan has worked in a range of financial advising firms in Brisbane and Toowoomba, ranging all aspects of advice.

You will find Jordan renovating his house and spending time with loved ones when not in the RI Toowoomba Engine Room.

Steve joined the RI Team in March 2014 as an Adviser Personal Assistant providing support to our Advisory Team and a vital client liaison within our business. He has a natural empathy which enables him to interact with our clients in a professional and friendly manner.

Steve holds a Diploma of Financial Services (Financial Planning). He brings a wealth of experience to our team after working in the finance industry as an Adviser and Company Director for over 10 years.

Steve enjoys spending quiet evenings with his wife entertaining family and friends and in his spare time, his three daughters keep him busy and entertained.

Dave joined the RI Team in February 2014 as an Adviser Personal Assistant. He has a Bachelor of Commerce and four years experience in the Financial Planning industry. These qualifications combined with Dave’s friendly and approachable personality means our clients are always delivered an outstanding experience.

Dave spends his weekends exploring on his motorcycle and having adventures with his children as well as creating culinary delights to share with family and friends

Damian brings over 20 years of experience in the financial planning industry, including 7 years as an adviser with QSuper. A long-time resident of Toowoomba, Damian is deeply connected to the community and understands the unique needs of his clients.

Damian holds a Bachelor of Business degree and a Diploma of Financial Planning. With an advanced understanding of superannuation, personal insurance, investments, and retirement planning, Damian is well equipped to provide comprehensive advice tailored to the needs of Toowoomba residents.

Being in the finance industry since 1985, Diana has many years of experience to draw upon, and has been involved with several financial institutions, including roles as Manager with the Commonwealth Bank, Suncorp and St George. She has also worked with clients for investments and insurances through Norwich, Zurich and Macquarie. Diana has a fantastic, tolerant family, who share her love of the outdoor lifestyle of the Gold Coast, its excellent facilities, beaches and people with personalities that match the sunny weather. She also sings in a ladies’ a cappella chorus (there’s the family tolerance) and competes annually. Her client Service Proposition focuses on Life Insurance Products, including Annuities, Term Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance.

Noel is a Sunshine Coast based Risk Adviser dealing in all areas of life risk insurance and claims advocacy.

Alex joined RetireInvest in 2024. He has a Bachelor of Commerce and 6 years’ experience within the financial services industry. Alex has a strong passion for helping people reach their lifestyle goals which enables him to interact with our clients in a professional and friendly manner.

Alex is a football enthusiast and enjoys travelling with his fiancée.

Abbey has been apart of the RI Toowoomba team since 2014 where she completed a Certificate III in Business. Abbey is currently studying a Bachelor of Business & Bachelor of Psychology.

Outside of work Abbey loves to travel overseas, having worked in England and Scotland.

Hamad joined RI Toowoomba in April 2022 as Adviser Support. Hamad has a Bachelors in Business Management and MBA from the UK, as well as a Diploma in Financial Planning in Australia.

Hamad has been working in the financial industry in Australia since 2016.

Outside of work, Hamad is a family man spending weekends doing chores and errands.

Angie joined the RI Team in August 2013 in a part time administrative role. With her “nothing is too much trouble” attitude, Angie is a valued member of our team, effortlessly providing quality assistance to our Advisers and clients alike.

In her leisure time, Angie enjoys camping with her husband and three boys. She also shows an artistic streak in her beautiful jewellery creations.

Charli joined our Toowoomba team in October 2024. As an ambitious all-rounder, Charli ensures the comfort of our clients and takes pride in supporting their financial journey. Charli presents initiative in expanding her knowledge so she can continue to offer dynamic support in our developing industry.

Tim joined the RI Team in April 2023 with 16 years of banking experience. Tim assists with all client documentation and has a flair for attention to detail. Tim will ensure that the review process is handled accurately from start to finish.

Outside of work Tim is kept busy, spending time with his wife and 5 beautiful children along with his commitment within the Church.

Megan joined our Client Relations Team in March 2024. With over 17 years of administrative experience, Megan enjoys the relationships she builds with clients, and the impact she makes within the team. Megan looks forward to expanding her knowledge so she can continue to offer dynamic support in our developing industry.

Megan is imbedded with the Toowoomba Basketball Association, when she is not cheering on her kids courtside, you will find Megan creating something extraordinary with fabric.

Rachel joined our Client Relations Team in August 2024 and enjoys the relationships she builds with clients, and the impact she makes within the team. Rachel looks forward to expanding her knowledge so she can continue to offer dynamic support in our developing industry.

Bryce has recently joined our Sunnybank Hills office as a Client Service Officer. Bryce is finishing his Financial Planning degree and looks forward to being a Financial Adviser in the future.