OUR TEAM

Independent Financial Advisers

At Rise Wealth Group, our team is comprised entirely of highly skilled individuals with an extraordinary level of talent and competence. We tackle every job before us with confidence in our abilities.

In order to make certain that our services are only the very best, at every level we ensure that our personnel only the best trained and most highly experienced financial advisors.

Peter Humble – Director, Financial Adviser

I have been a

Certified Financial Planner

(CFP®) for 18 years and

have over 25 years of

experience as a licensed

financial adviser.

I hold a Bachelor of Business

in Agribusiness from Curtin University, a Graduate Diploma of Applied Finance and Investments through the Securities Institute of Australia and a Diploma of Financial Planning through Royal Melbourne Institute of Technology.

Current memberships are held with the Financial Advice Association Australia and the Certified Independent Financial Advisers Association.

My interests including running our small farm just North of Brunswick Junction where we run a herd of 60 Black Angus cows and riding my Ducati motorbike which allows me time to relax and calm my mind.

Naomi Harris – Director, Practice Manager

I have 16 years of experience in the Financial Planning Industry after a 10-year career in banking. I hold an Advanced Diploma of Financial Planning through Kaplan Professional.

My interests also including running our small farm and I also enjoy cooking and preserving produce from our garden.

Trudy Brennan – Client Services Manager

After a 17 year

career in

General

Insurance with

an Associate Diploma

in Business, I changed careers

10 years ago moving into Financial Planning.

As a mother of 3 very active teenagers who love the outdoors, we spend our weekends camping, kayaking and fishing. I am also a very keen hockey player.

Isabel Suttie - Centrelink Customer Service Officer

My working

background has been

mainly in banking and in

2017, I joined the financial

planning industry specialising

as a Centrelink Customer Service Officer.

My interests include sewing, gardening
and reading. I love spending time with my 3 young grandsons.

Karen McMaster - Client Service Officer

I started working in Financial Planning over 20 years ago. With a break to live 6 years in the UK, I am now enjoying a return to the Financial Planning industry in sunny Bunbury.

I enjoy weekends away camping. I’m an avid reader and have re-joined my book club group. I love being able to cycle to work and enjoy living in this coastal city.

For independent financial advisers, call 08 9725 1810

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Disclaimer - Advice Warning

Any information or advice on this website is general in nature and does not take into account your personal objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances before you make any decision about whether to acquire a certain product. You should also obtain and read the relevant product disclosure statement.

Rise Wealth Group Pty Ltd I ABN 51 624 210 662 I AFSL 537399

Making a Complaint

We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us. Please call us, send us an email or put your complaint in writing to our office. You can direct your complaint to your financial adviser.

We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.

If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority. You can contact AFCA on 1800 931 678 or via their website www.afca.org.au. AFCA provides fair and independent financial services complaint resolution which is free to consumers.

Address

16 Wexford Lane, Bunbury,

Bunbury 6230

08 9725 1810

peter@risewealthgroup.com.au

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