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.
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.
.webp)
Sherri Whitehead
Client Services Manager - Portland
Sherri Whitehead
Sherri Whitehead
Client Services Manager - Portland