Rod Dunn*

Authorised Representative Proprietor & Financial Adviser

CFP®, B Bus, Dip.FP

Rod is co-proprietor of RetireInvest Bondi and RetireInvest Hurstville.

Rod is a Values Based Financial Planner and works best with people who want to get their entire financial house in perfect order and keep it that way. Forever.

He does this by holding clients accountable to achieve their goals, which are in alignment with their most deeply held values.

Rod holds a Bachelor of Business, Diploma of Financial Planning and is a Certified Financial Planner (CFP®)

Alan Freshwater*

Authorised Representative Proprietor & Financial Adviser

CPA, B Bus, Dip FS(FP), AFPA, JP

Alan is co-proprietor of RetireInvest Bondi and RetireInvest Hurstville.

Alan has worked in the financial services industry since 1982. Prior to joining RI Advice Group in 2004 Alan held Retail Service Manager and New Business Manager positions over a period of 16 years at AMP Australia and then worked as Asian Development Manager with AMP International for a further 4 years. Previously Alan worked at Deloittes.

He holds a Diploma of Financial Services (Financial Planning) and a Bachelor of Business. Alan is also a Certified Practising Accountant.

Darren Van De Moosdyk*

Authorised Representative Financial Adviser

B Com, Dip FS (FP), Adv Dip FS (FP)

Darren works with families and individuals in Sydney’s Eastern and Southern Suburbs to help them achieve their Goals, Build their Wealth and Protect their Living Standards. He has experience working in both the Australian and UK Financial Planning Industries.

Darren holds a Bachelor of Commerce from the University of Wollongong and an Advanced Diploma in Financial Services (Financial Planning).

You will benefit from a meeting with Darren to discuss your goals and objectives.

Julie

Client Services Manager

Julie’s role is Client Services Manager – she oversees the administrative process & client experience.

Julie has worked for RetireInvest Bondi since 2002, and prior to that worked in the banking industry in Australia and in the UK.

Trish

Client Liason

Trish has worked in the financial services industry since January 2001. Trish joined RI Bondi in September 2012 and is responsible for back office administration tasks as well as client liaison.

Prior to joining the financial services industry, Trish was a legal secretary for a major Sydney law firm and was a Senior School Assistant with the NSW Department of Education.

When not at work looking after our clients' needs, Trish enjoys spending time with her family and grandchildren