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The expertise to put your mind at ease

You get the best of both worlds at RetireInvest Brighton. There's the confidence of knowing you're with one of the most well-known financial planning groups in Australia, 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.

We know financial advice is as much about lifestyle and relationships as money - that's why we pride ourselves on long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years.

Since we opened in 2001, RetireInvest Brighton has become one of South Australia's leading providers of financial advice.

 

Steven
Steven Hampel
Authorised Representative Number: 264187
CFP®, Dip FP
Proprietor and Financial Adviser of RetireInvest Brighton
Steven has worked in the financial services industry since 1982. His experience has extended across banking, life insurance and corporate superannuation. His desire to provide a more complete service to clients prompted a move into financial planning in 1991.
He has a Diploma of Financial Planning from the Royal Melbourne Institute of Technology and was awarded the State Dux Prize when graduating in 1994. He also holds the internationally recognised Certified Financial Planner™ or CFP® qualification from the Financial Planning Association of Australia (FPA).
Since joining RetireInvest in 1996, Steven has assisted many clients with their savings and retirement plans. In particular, he has provided specialist advice in the areas of superannuation, tax effective investment strategies and Centrelink planning, as well as investment selection, estate planning considerations and risk protection. His extensive knowledge of the Commonwealth and State superannuation schemes has made him a valuable source of advice to those leaving the Public Service.
Adviser Profile
stevenhampel@ribrighton.com.au
 
   
Ros
Jodie Roberts
Authorised Representative Number: 318975
Dip FS (FP), Dip Man, GradCertFinPlan
Financial Adviser
Jodie has worked in the financial services industry since joining RI Advice Group in September 1999 as the personal assistant to the SA State Manager. She moved into paraplanning and, in 2007, became an adviser. Jodie left RI Advice Group in 2011 but, after three years with another advice/stockbroking firm in client services and management roles, she returned to RI Advice Group as an adviser.
Jodie currently holds a Diploma of Financial Planning (Financial Services), Diploma of Management, and a Graduate Certificate in Financial Planning.
Adviser Profile
jodieroberts@ribrighton.com.au
 
   
Ros
Daniel Carter
Authorised Representative Number: 311692
AFP® GradDipFinPlan
Financial Adviser
Daniel has worked in the financial services industry since 1998 and has gained experience through various roles, including: paraplanner, financial planning practice manager and financial adviser.
In 2003 Daniel joined one of the major banks as a financial adviser, and also worked at an industry superannuation fund prior to joining RetireInvest Brighton in 2010 as the practice manager / paraplanner. He moved back into an advising role with RetireInvest Brighton in 2017.
Daniel holds the Graduate Diploma of Financial Planning and has also completed the Advanced Diploma of Financial Services, the Diploma of Financial Planning and the Foundation DFP.
Adviser Profile
danielcarter@ribrighton.com.au
 
   
 

 

*Steven, Jodie, and Daniel are Authorised Representatives of RI Advice Group Pty Ltd ABN 23 001 774 125  AFSL 238429
Steven is the proprietor of RetireInvest Brighton, which employs Jodie and Daniel. RetireInvest Brighton is a Corporate Authorised Representative of RI Advice Group. Corporate Authorised Representative Number: 1274532
   

Contact

212 Brighton Road
SOMERTON PARK SA 5044

 

Phone: 08 8295 8322
Fax: 08 8295 4792

 

Click here to contact us or make an appointment

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Links

RI Advice Group Financial Planning Association
MoneySmart Australian Tax Office
Aged Care Online Centrelink
Budget Planning Choosing a financial adviser

News

Investment fundamentals

View a presentation explaining some of the key concepts you should think about when considering your investment portfolio

Monthly Market Wrap

View the latest edition

inTouch magazine

View the latest edition of our quarterly magazine, inTouch

Oliver's Insights

Oliver’s Insights is a commentary by Dr. Shane Oliver, AMP Capital’s Chief Economist, on issues and trends affecting the economy and financial markets. View the latest edition.

Professionals

If you need other services, we can refer you to an appropriate professional, such as an accountant, solicitor or mortgage adviser.  Please contact us.