RetireCare Personal Wealth Management was established in 1997, by a team of highly qualified and experienced financial advisors. All of our advisors hold university and post graduate qualifications in business / commerce, arts and financial planning. We are committed to continued learning to ensure that our qualifications remain relevant and up to date.

Luke Eres – Director and Certified Financial Planner

• Self Managed Super Funds Specialist Advisorâ„¢
• CERTIFIED FINANCIAL PLANNERâ„¢
• Diploma of Financial Planning (Deakin University)
• Bachelor of Social Science - Major Economics and Law
• 16 Years Advisory Experience

 

Mirko Cugura – Director and Certified Financial Planner

• Self Managed Super Funds Specialist Advisorâ„¢
• CERTIFIED FINANCIAL PLANNERâ„¢
• Graduate Diploma in Financial Planning (FINSIA)
• Bachelor of Economics
• F Fin – Fellow of Financial Services Institute of Australasia
• Postgraduate Diploma of Econometrics
• 12 Years Advisory Experience

 

Shane Nicholas – Director and Certified Financial Planner

• Self Managed Super Funds Specialist Advisorâ„¢
• CERTIFIED FINANCIAL PLANNERâ„¢
• Bachelor of Business (Financial Planning) with distinction
• 9 Years Advisory Experience

 

Paul Tynan – CEO

• Bachelor of business (Accounting)
• Graduate Diploma in Applied Finance (FINSIA)
• Graduate Diploma in Financial Planning (FINSIA)
• Over 30 years of experience within the financial planning industry.
• Strong track record of managing sales and distribution teams in the financial services industry.
• Extensive networks and knowledge of the financial services industry in Australia and overseas.
• Successful  in building distribution teams with an entrepreneurial spirit and passion.
• Member of the following Bodies: CPA, FPA, FINSIA

 

Laurie Hellier - Senior Financial Planner

• CERTIFIED FINANCIAL PLANNERâ„¢
• Diploma of Financial Planning (Deakin University)
• 24 Years Advisory Experience
• Associate Chartered Accountant (Institute of Chartered Accountants)
• Registered Tax Agent

 

Ben Nguyen – Associate Advisor

• CERTIFIED FINANCIAL PLANNERâ„¢
• Bachelor of Business (Financial Planning) with distinction
• 5 Years Industry Experience

Sara Thomas – Associate Advisor

• Advanced Diploma in Financial Planning (KAPLAN)
• 4 Years Industry Experience

William Vuong – Associate Advisor

• Bachelor of Commerce (Honours)
• Graduate Diploma in Financial Planning FINSIA
• Professional Certificate: Self Managed Super Funds
• 5 Years Industry Experience

Suzanne Glavas – Junior Associate Advisor

• Bachelor of Economics (Hons)
• Currently studying towards ADFS (FP) qualification
• Client Services Manager for six years within a boutique independent Financial Planning practice

Mirella Venturato - Client Services

• Over 20 years experience in Reception and Admin