Your RI Newcastle and Lower Hunter have the expertise, experience and resources to help you acquire, grow and protect wealth.

We help you make the most of your finances. Whatever stage of life you’re in.

We do this by considering your circumstances, helping you to set goals, and developing a financial plan to get you there. We can even do the leg work for you, giving you have more time to enjoy life.

At RI Newcastle and Lower Hunter, we have the expertise, the experience and the resources to help you accumulate wealth, grow it and protect it. Just as importantly, we can help you enjoy it. Because real wealth is about making the most of what you’ve got whatever stage of life you’re in.

We know financial advice is as much about lifestyle and relationships, as money – that’s why we pride ourselves on providing long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years.

Gil started with RetireInvest in 1996 and Chris in 2000. Since that time the business has won multiple awards and become one of Newcastle and the Hunter Valley’s leading providers of advice.

We are part of RI Advice Group, formerly RetireInvest, one of Australia's largest and longest-established financial advisory groups.

Our advisers have collective experience of over 50 years in wealth management. We believe strongly in ongoing professional development. Personally, and as a business we invest in the team to ensure that we have a comprehensive understanding of relevant legislation, strategy and technology. This means our clients receive the very best advice, now and in the future.

We would like to introduce you to our team.

 
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GIL GORDON

Consulting Senior Financial Adviser and Owner

CFP ®, AEPS®, B Math, B Mech Eng, CIFP, Dip FP, JP

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CHRIS NEAL

Senior Financial Adviser and Owner

CFP ®, B Econ, B Bus, Fdn DFP, Dip FP, JP

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Ryan Muir

Senior Financial Adviser and Owner

B.Fin, LL.B, Adv.Dip.FS(FP)

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Paul Guttridge

Senior Financial Adviser and Owner

CFP®, B Com, Dip FP, JP

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STEVE BAXTER

Senior Financial Adviser

B Fin DIPFS(FP)

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Kate Catzeddu

General Manager

B Com

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OLGA GEBAROWSKA

Client Relationship Manager 

Dip FS; Masters of Cultural Studies (MA)

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COURTNEY NICHOLS

Client Relationship Manager

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Katie Gordon

Client Services Officer

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Krystle Locock

Client Services Officer

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LEAH DEUDNEY

Client Service Officer

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LOUISE NEAL

BMedRadSc (DR), DFP

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HEATHER DUCKWORTH

Client Services and Accounts Manager

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Denise Lariosa

Financial Planning Assistant

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Cayra Cayron

Financial Planning Assistant

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HAZEL ALBELLAR

Financial Planning Assistant

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