At RetireInvest Camberwell, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
You get the best of both worlds at RetireInvest Camberwell. 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.
Andrew Greig
Proprietor
Andrew Greig
Andrew Greig
Proprietor
I have worked in the financial services industry since 1999. I joined RetireInvest Blackburn as a financial adviser in November 2008 and moved to RetireInvest Camberwell in January 2010. Prior to joining RetireInvest I have worked in various areas of the industry, which include roles associated with paraplanning, advising as well as holding a responsible officer position for a boutique AFSL.
I hold a Certificate in Financial Planning (CFP), a Bachelor of Business – Financial Planning (Ba Bus-Financial Planning) and a Diploma of Financial Services (Mortgage Broking). I am also a CFP member with the FPA and an affiliate member of the MFAA. These qualifications, experience and expertise ensure that my client’s financial needs, objectives and goals are met with the utmost care, skill and professionalism.
Qualifications and memberships
- Certificate in Financial Planning (CFP)
- Bachelor of Business - Financial Planning (Ba Bus-Financial Planning)
- Diploma of Financial Services (Mortgage Broking)
- Financial Planning Association of Australia (FPA)
- Affiliate member of the MFAA
Julie Jennings
Client Service Manager
Julie Jennings
Julie Jennings
Client Service Manager
Julie is affectionately known by our team as Jules and is the team’s mum.
Julie has been working in a variety of roles within the financial planning industry for over 24 years and has been working alongside Andrew for most of this time! During this period much has changed, however one thing has stayed the same…… Julies dedication to ensuring our clients and their situations are looked after with the upmost care and respect. There is not likely to be a client service situation which Julie has not come across and it’s that experience which helps assure our clients that they are in good hands.
Dushani Liyanarachchi
Administration Process Manager
Dushani Liyanarachchi
Dushani Liyanarachchi
Administration Process Manager
Dushani is our administration process master and is also our team’s most frequent flyer.
She heads up our internal administration team who tirelessly ensure that our client information is accurate, up to date and kept safe. With so much information to be processed, Dushani is always keeping herself up to date on the latest information available on the myriad of portals that we use to maintain client information. Dushani is also our go to person on personal insurance administration. Need a quote or a change to your life cover details, Dushani is our go to on these matters.
Sally Deane
Advice Process Manager
Sally Deane
Sally Deane
Advice Process Manager
Sally is the newest member of our team and has a passion for helping the older generation.
Sally is a wealth of knowledge and experience with a background in both providing financial advice and supporting financial advisers in their work. Whilst Sally’s role is that of Advice Process Manager, she is a true all-rounder and is helping our clients on many fronts behind the scenes. Sally is also our Centrelink liaison and ensures our client’s information is up to date.