Allow our family to work alongside yours
In 2004 Ric commenced his career straight out of school with a major bank in customer service. This allowed him to gain valuable insight into the world of finance, and provided the opportunity to develop much knowledge and expertise of Australian banking practices.
With a desire to develop deeper client relationships, Ric completed a Diploma in Financial Planning before moving into an Advisory role in 2009. Wanting to look after his clients further, Ric has since completed his Mortgage broking studies obtaining valuable knowledge of lending solutions and strategies.
Ric 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 his bike with involvement in the sport extending to running an elite cycling team (Altitude Cycling).
Lara started her career in the financial services industry in 2004 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.
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 clients to ensure they receive the type of service that Finesse Advisory strives to provide.
Josh holds a Bachelor of Science in Mechanical Engineering where he has spent most of his career. During his time in the engineering industry, he was recognised for his analytical mindset, problem solving abilities & organisational skills.
Josh has had an interest in finance for as long as he can remember and spends a great deal of time reading and exploring all things financial. This interest has led to Josh deciding to switch industries and begin a career as a Mortgage Broker. He will use the skills developed under Ric’s mentorship to help family, friends and acquaintances be fully informed and have the knowledge to make suitable long term financial decisions.
Away from work Josh enjoys reading, exploring new business & investing ideas, going to the gym, riding and just about any other type of exercise you could name. He has previously competed at a high level in several sports including karate and cycling. Josh also loves travelling and intends to spend more time exploring new countries when he is able to.
Josh assists Ric with his high valued clients who require solutions for their lending needs.