RFS Advice is a Gold Coast based financial planning practice who believes that relieving financial stress is one of the most important things we can do for our clients. Knowing their financial life is under control, and that their family and loved ones are taken care of if anything should happen to them, is a responsibility we take seriously.
Through our clients, and sometimes personally, we have experienced the highs and lows of life. We have been part of new business opportunities, succession planning, retirements and business partner separations. We have seen marriages and divorces and watched families grow. At RFS Advice we have been through, and seen personal and financial loss and also experienced and witnessed personal victories and fantastic financial success.
For our clients, it is an experience they will usually only have once, but we see it nearly every day. We know the impact good financial planning and advice can make. We have the life experience, technical capability and quality support team that can make that difference for you.
Award Winning
Financial Advice
Our amazing team of Gold Coast based financial advisors have consistantly won prestigious financial planning industry awards for over a decade. FSPower 50 Most Influential Advisers, IFA Excellence Awards, Barron’s Top Financial Advisors, AFA Practice of the Year and the Most Trusted Adviser awards to name a few.
The RFS Advice team
Meet the people behind our Gold Coast based, award winning company, RFS Advice. Our passionate team of is here to help you achieve your financial goals.
Troy Theobald
FOUNDING PARTNER
B.BUS (ACC), DIP FS (FP), CFP.
Auth Rep No. 245254
Darko Zigic
Director of Wealth Services
MFP, GradDip FP, Dip FS (FP), Dip IT.
Auth Rep No. 329523
Greg Black
General Manager
B.Econ., Dip FP.
Belinda Veriton
Financial Adviser
MFinPlan, BSc Eng, PhD
Auth Rep No. 1254601
Niki Baxter
Financial Adviser
BCom (FinPlan), MFinPlan
Auth Rep No. 1236820
Josh Nixon
FINANCIAL Adviser
MFinPlan, B.Com (Fin, FinP), SMSF Specialist Advisor (SSA®)
Auth Rep No. 1270827
Brooke Riewoldt
financial adviser
B.Bus (Mgt), B.Com (FinP), SMSF Specialist Advisor (SSA®)
Auth Rep number: 1284689
Sarah Parkin
practice Manager
B.Bus (Acc) Dip FS (FP)
Courtneay Smith
Chief financial officer
B.Bus, CPA
Auth Rep No. 260807
Melissah Edwards
Associate
Joanna Briggs
Associate
Sacha Dearsly
ASSOCIATE
Jack Sweeting
Associate
B.com (Fin, FinP)
Chloe Smith
client services officer
Jemilia Sabani-Calabrese
CLIENT SERVICES OFFICER
Stuart Hallam
CLIENT SERVICES OFFICER
Sam Ashby
CLIENT SERVICES OFFICER
