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.

Aimie is our consummate all-rounder and oversees the delivery of our compliant services to our valued clients. Aimie performs her duties with aplomb.

Aimie has over 20 years of administrative experience; over ten of them within the financial industry. Aimie has a friendly and professional demeanour and genuinely cares about the welfare of our clients.

Outside of work, Aimie enjoys spending time with her family and friends, experiencing Toowoomba’s unique boutiques. Most weekends you will find Aimie cheering on the sidelines of her daughters soccer game and her sons chess tournament.

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

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.

Having had over 30 years’ experience in the financial planning industry as a Financial Planner, Paraplanner and Administrator, as well as operating her own business in paraplanning, Kaylene joins the Advice Support team with a wealth of experience.

Outside of work Kaylene is a diehard AFL Brisbane Lions member and enjoys scrapbooking, movies and time with her husband and adult children.

Alexia joined the team in 2023. She has a Diploma in Financial Planning and is currently studying a Bachelor in Business (Financial Planning) and a Bachelor in Communications (Professional Communication).

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.

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

Outside of work you will find Jasmyn curled up with a good book or spending time with her family and fur-babies.

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.