RBF Financial Planning

Qualified, committed and experienced

Our RBF financial planning team come from diverse backgrounds, but what they have in common is the experience, dedication and skills needed to provide you with a financial planning service that will help you achieve lifetime financial peace of mind.

We have two offices, one in Hobart and one in Launceston and we regularly travel to Devonport and Burnie for client appointments.

To find out how we can help you reach your financial and lifestyle goals call us today on 1300 378 057.

Hobart

Rachel Hodgetts - CFP®, AdvDipsFS (FP)

Financial Planner, Authorised Representative (307139)

Coming from a banking background, Rachel has also spent time working in the UK and has been at RBF for over 8 years. She enjoys the challenge of assisting her clients to achieve their personal financial goals and secure financial peace of mind.

Neil Forrest - Associate Diploma Business (Accounting), DipFP

Financial Planner, Authorised Representative (275791)

Neil has been assisting members with their retirement planning since joining RBF approximately 12 years ago. His extensive knowledge of financial planning and RBF products enables him to provide his clients with the highest quality of personalised service, whether it is for advice on general retirement planning or wealth creation and insurance. Neil is meticulous with his advice and takes great pride and enjoyment in assisting his clients to achieve their financial and lifestyle goals.

Matthew Combey - LRS® AFP ADFS (FP)

Life Risk Specialist, Financial Planner & Authorised Representative (364869)

Matthew Combey has had 15 years in the financial services industry, including seven years in financial planning. Matthew specialises in retirement planning and insurance. He values the relationships he builds with his clients and enjoys providing them with exceptional service.

Launceston

Michael Jordan - BCom, GradDipAppFin

Team Leader Member Solutions, Financial Planner, Authorised Representative (342544)

Michael has over six years experience with RBF Member Services, including three years as a Para Planner. He is an expert in RBF products and services and looks forward to working with his clients to achieve the best possible financial and lifestyle outcomes.

Para Planning Team

Nicole Trounce - BComm (App Eco)(Fin), BMgmt (HRM), DipFS (FP)

Team Leader Para Planning and Support

Nicole has several years experience as a Para Planner and enjoys the extensive research and analysis that is needed to write a financial plan. Nicole has been with RBF for over three years and is dedicated to ensuring that clients are presented with products and plans that best suit their needs.

Mark Gordon - BEc(Hons), MBA, GradDipAppFin

Para Planner

Mark has worked at RBF for seven years and has spent the last three years as a Para Planner. Prior to coming to RBF Mark worked for six years at the Australian Taxation Office in Hobart and Canberra.

Renee Hill - Dip FS (FP)

Para Planner

Renee has worked in the financial industry since 2002 and has joined RBF with a strong background in lending.

Rita Mawson

Para Planner

Since joining RBF four years ago, Rita has worked in the Member Services team and is now a Para Planner. She came to RBF with a background in lending and is working towards her Advanced Diploma of Financial Planning. Rita enjoys working with RBF Financial Planning because the team is focussed on working with clients to achieve great outcomes.

Cameron Smith - BCom, DipFS (FP)

Para Planner

Cameron has come to RBF with an accounting and auditing background, specialising in Self Managed Superannuation Funds. Cameron has been at RBF for four years. He brings extensive knowledge and experience to his role as a Para Planner.

Katrina French

Para Planner

Katrina has an extensive background in the Financial Services Industry. She has experience in general insurance, banking and superannuation, including five years at the Australian Taxation Office in Hobart. Prior to joining the Para Planning team, Katrina spent one year with the Member Contact team at RBF.