Allow our family to work alongside yours
Ric has been in the finance industry for more than 18 years. He specialises in assisting his clients with both Financial Advice and their credit needs, disciplines that are often intertwined. Ric’s passion is obvious from the first meeting and his willingness to find the right solutions for his clients remains paramount. Ric holds a Diploma of Financial Planning as well as a Diploma of Finance and Mortgage Broking Management. His industry memberships include being an approved Credit Adviser™ of the Mortgage & Finance Association of Australia (MFAA), an Associate Financial Planner (AFP) of the esteemed Financial Planning Association of Australia (FPA) and a Practitioner Member of the Association of Financial Advisers (AFA). Ric is constantly completing study across all areas to ensure he is up to date in an ever changing industry and environment.
Away from work, Ric loves spending time with Lara and daughter Madison. When not with them, he can be found on the golf course or at the gym.
Helen has over 20 years career experience spanning across large and small organisations in the areas of investments, financial planning, lending and banking. After completing a degree in Economics from the University of Sydney, Helen commenced her career with one of the Big Four Banks and was able to move across a diverse range of roles including Lending, Relationship Management, Financial Planning and Investment Advice. During this time Helen also managed to finalise the completion of the Advance Diploma of Financial Planning.
An avid traveller and explorer, Helen decided to take a Sabbatical and travel the world in 2008 – 2010 covering 15 countries. Upon Helen’s return she decided to turn her attention to working in boutique organisations giving her the ability to work closer with the client. With the importance of finding a lifestyle balance Helen decided to move to sunny Brisbane in 2016 with her young family and focus on working solely within the Financial Planning sector. This has provided great career satisfaction by building long lasting relationships and working closely with individuals to reach their goals.
Away from work Helen enjoys spending time with her family and friends, including her two pet chickens Max and Charlie.
Helen assists Ric with his high valued financial advice clients to ensure they receive the type of service that Finesse Advisory strives to provide.
Lara started her career in the financial services industry over 17 years ago working in her family’s business. In the early stages she was attracted to the area of Personal Risk Insurance as realised
what an integral part of the plan it was. She has since built an incredible knowledge base and become a specialist in this area. Lara comes from a 3rd generation Financial Planning family with her Grandfather, Father and brothers having worked in the industry.
Her father Kevin was a pioneer in the industry, particularly in the Self Managed Superannuation sector and he still provides valuable insight even whilst enjoying his retirement.
Lara assists with the tailoring and implementation of personal protection advice to Ric's clients, along with a lot of the behind the scenes work at Finesse Advisory. She loves to see clients get adequate, quality cover in place which will ensure that they are financially protected. If you have insurance looked after by Finesse Advisory, you will likely have the pleasure of speaking with Lara.
Outside of work Lara loves spending time with her family at the beach and visiting friends.
Following in her fathers’ footsteps, Melissa began her career in business by completing her Bachelor of Business Management from Griffith University. Since then, she has had a diverse range of roles including Administration in the Education sector, being a Foster Carer and raising her four daughters.
Outside of work Melissa loves going for long walks in her neighbouring bushland and spending time with her husband, daughters and two Ragdoll cats.
Melissa assists Ric with his valued credit clients to ensure they receive top level service.