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.
Bradley Rogers CFP®
Financial Adviser / Director
Adv Dip FS(FP).B Com
Bradley Rogers CFP®
Bradley Rogers CFP®
Financial Adviser / 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.
Emma Arthur CFP®
Financial Adviser
B.Bus (Acct) Adv Dip FS (FP), Accredited Aged Care Professional TM
Emma Arthur CFP®
Emma Arthur CFP®
Financial Adviser
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.
Michael Keane
Financial Adviser
B.Com (Acc & Fin), Dip FS (FP)
Michael Keane
Michael Keane
Financial Adviser
B.Com (Acc & Fin), Dip FS (FP)
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.
Steve Greenham CFP®
Financial Adviser
Dip FP
Steve Greenham CFP®
Steve Greenham CFP®
Financial Adviser
Dip FP
Kate Gleeson
Provisional Financial Adviser
B.Com (Acc, FP & Ecomm)
Kate Gleeson
Kate Gleeson
Provisional Financial Adviser
B.Com (Acc, FP & Ecomm)
Kate has been with WealthShore since 2017 and has worked in the Financial Services Industry for over 20 years.
Kate has been working towards becoming a Financial Adviser for a number of years and holds a Bachelor of Commerce (Financial Planning, Accounting & e-Business) and is now completing her professional year as a Financial Adviser.
Away from work Kate enjoys spending time with her family.
Amanda Sherlock
Client Services Manager
Amanda Sherlock
Amanda Sherlock
Client Services Manager
Sherri Whitehead
Client Services Manager - Portland
Sherri Whitehead
Sherri Whitehead
Client Services Manager - Portland
