You get the best of both worlds at WealthShore. There's the confidence of knowing you're with one of the most well known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups. And there's the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.

Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.

 
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Bradley Rogers CFP®

Financial Planner / Director

Adv Dip FS(FP).B Com

Bradley Rogers CFP®

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Bradley Rogers CFP®

Financial Planner / Director

Adv Dip FS(FP).B Com

Bradley has been providing financial advice to clients since 2005 and has worked in the financial services industry for over 20 years.

Bradley holds the internationally recognised Certified Financial Planner™ or CFP® qualification, has completed the Diploma of Financial Planning and holds a Bachelor of Commerce (Business Law & Finance) from Monash University.

He enjoys working closely with all clients to develop effective solutions to ensure my client’s financial goals are achieved. I am continually updating my qualifications and look forward to providing full comprehensive advice to meet your lifestyle and financial goals.

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Emma Arthur CFP®

Financial Planner 

B.Bus (Acct) Adv Dip FS (FP), Accredited Aged Care Professional TM

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Emma Arthur CFP®

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Emma Arthur CFP®

Financial Planner 

B.Bus (Acct) Adv Dip FS (FP), Accredited Aged Care Professional TM

Emma has worked in Financial Services for over 15 years she thoroughly enjoy the challenges that working in this industry provides.

Emma holds the internationally recognised Certified Financial Planner™ or CFP® qualification, has completed the Advanced Diploma of Financial Planning and holds a Bachelor of Business (Acc) from Latrobe University and is an Accredited Aged Care Professional™.

She enjoys working closely with her clients to develop comprehensive strategies that can assist them in achieving their financial goals and objectives and forging long term relationships.

Being an Accredited Aged Care Professional™ Emma has an intricate knowledge and understanding of social security and aged care issues.

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Kate Gleeson

Client Services Officer

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Kate Gleeson

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Kate Gleeson

Client Services Officer

Kate joined the Wealtshore team in 2017.

Kate holds a Bachelor of Commerce (Financial Planning, Accounting & e-Business).

Kate has worked in the Financial Services Industry on and off for the past 17 years. Kate assists in the construction, preparation and implementation of advice documents, as well as managing our internal compliance and client database. Away from work Kate enjoys spending time with her two boys.

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Michael Keane

Financial Adviser

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Michael Keane

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Michael Keane

Financial Adviser

I have worked in Financial Services since completing my degree in 2004 with Financial Planner roles since 2007.

I enjoy assisting clients to meet their financial and lifestyle goals and keeping them on track throughout their journey.

I am continually updating my qualifications and look forward to providing full comprehensive advice to meet your lifestyle and financial goals.

I hold an Associate Financial Planning membership with the Financial Planning Association of Australia and I also hold a Diploma of Financial Services (Financial Planning) in addition to a Bachelor of Commerce with majors in Finance and Accounting and a minor in Busines Law from Deakin University in Warrnambool.

With these qualifications and the experience I have obtained I feel well suited to help clients achieve their financial and lifetime goals.

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Julie Ryan

Receptionist

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Julie Ryan

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Julie Ryan

Receptionist

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Tilak Patel

Client Services

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Tilak Patel

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Tilak Patel

Client Services

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Ashlee Kelly

Client Services

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Ashlee Kelly

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Ashlee Kelly

Client Services