At RI Gold Coast, 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 RI Gold Coast. 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.
Management Team
Linda English
Finance & Business Enablement
Qualifications: B Com, CPA, C.dec
Linda English
Finance & Business Enablement
Qualifications: B Com, CPA, C.dec
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 Meates
Operations & Systems Execution Manager
Qualifications: Dip FP, JP (QUAL)
Jordan Meates
Operations & Systems Execution Manager
Qualifications: Dip FP, JP (QUAL)
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.
Advisers
Steve Lowe
Financial Adviser
Qualifications: AFP®, DFS(FP)
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.
David Findlay
Financial Adviser
Qualifications: B Com, Dip FP
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
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Damian Fry
Financial Adviser
Qualifications: B.Bus; Dip FP
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.
Alex Holmes
Financial Adviser
Qualifications: B Com
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.
Paul Moloney
Financial Adviser
Paul Moloney
Financial Adviser
Paul has over 25 years of experience within the financial services industry and joined the team at Marvin Reck Financial Planning in 2022. He is passionate about helping clients overcome financial obstacles so that they can achieve success in their lives. Paul’s focus is to provide clients with financial freedom so that they can live the lifestyle they desire and excels at explaining often complex strategies in a client-friendly manner.
Support Staff
Abbey English
Executive Assistant
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Abbey English
Executive Assistant
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.
Dawn Nixon
Adviser Support
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Dawn Nixon
Adviser Support
Having over 17 years’ experience in the financial planning industry as a Paraplanner and Administrator, Dawn joins the Adviser Support team with a wealth of experience.
Troy O’Keefe
Adviser Support
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Troy O’Keefe
Adviser Support
Troy had recently rejoined our Toowoomba office for a short period, and we are glad to have him back. Troy has previously worked with us during 2021 – 2023, and we have him back for this year.
Troy now has over three years in the financial planning industry and is very interested in financial modelling and strategy. He holds a Bachelor of Finance, and a Bachelor of IT which help provide the skills he brings to our adviser support team.
He spends most of his time with friends and church, and you may even spot him in the wild around Toowoomba on his green push bike.
Angie Clem
Practice Administrator
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Angie Clem
Practice Administrator
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.
Celeste Sutton
Compliance
Qualifications: Adv Dip FS (FP)
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Celeste Sutton
Compliance
Qualifications: Adv Dip FS (FP)
Sal Stevens
Client Service Officer
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Sal Stevens
Client Service Officer
Sal has been a valued member of the Lifecover team for two years, serving as an Adviser Assistant. With a diverse background in Health, Construction, Banking, and Insurance, she brings a wealth of knowledge and experience to our Client Relations team. Outside of work, Sal enjoys playing tennis, pursuing videography as a hobby, and sipping coffee by the beach.
Bryce Callaghan
Client Service Officer
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Bryce Callaghan
Client Service Officer
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.
Lucy Parker
Client Service Officer
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Lucy Parker
Client Service Officer
Lucy joined our team in 2025. She has an interest in gaming, reading, and fitness. With a background in dental reception, she brings reliable communication skills, attention to detail, and a consistent drive to learn and improve. She is the beautiful shining face when you walk through the door.
Kirra Harris
Client Service Officer
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Kirra Harris
Client Service Officer
Kirra has spent her career in client-facing roles, which she thoroughly enjoys. Outside of work, she have a passion for animals, fitness, and dancing. She enjoys bringing a positive attitude to everything she does and loves sharing a smile and a laugh with those around her.
Kathrin Allan
Reception/ Administrator
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Kathrin Allan
Reception/ Administrator
Kathrin, originally from the Central Coast in NSW. I have worked in Medical Reception for 10 years and decided to make the change into the financial sector as I find it interesting and wanted something different. I own 3 tom cats and they are my babies. I enjoy Harry Potter, jigsaw puzzles and colouring in.