Retirement Living Aged Care Specialist

When you see the Retirement Living and
Aged Care SpecialistTM designation, you
can be assured that your adviser has
the skills, knowledge and tools to deliver
quality advice on all matters relating to
retirement living and aged care.

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To become a Retirement Living and
Aged Care Specialist, your adviser:

  • is already a qualified Financial Planner
  • undertakes a minimum of 38 hours of formal, industry accredited, training
  • achieves a pass mark of 80% or greater
  • is subject to background and reference checks.
  • commits to ongoing education to maintain accreditation.

New South Wales

DONALD SWANBOROUGH

Baulkham Hills

Specialist Advice Area:

  • Residential Aged Care
  • Granny Flats
  • Home Care

DONALD SWANBOROUGH

Griffith & Leeton

Integral Rural Financial
Services
Specialist Advice Area:

  • Residential Aged Care
  • Granny Flats
  • Home Care

ROBERT CRAVEN

Sydney

Integral Rural Financial
Services
Specialist Advice Area:

    • Residential Aged Care
    • Granny Flats
    • Home Care
    • Retirement Communities

PATRICK GLEESON

Sydney

Integral Rural Financial
Services
Specialist Advice Area:

  • Residential Aged Care
  • Granny Flats
  • Home Care
  • Retirement Communities

JILLIAN CLARKE

Baulkham Hills

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities

JENNIFER RICHARDSON

Newcastle, Lake Macquarie,
Central Coast & Port
Stephens

Specialist Advice Area:

    • Residential Aged Care
    • Home Care
    • Retirement Communities

GEOFF WHIDDON

Newcastle & Central Coast

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities
  • Granny Flats
  • Home Care

MARK CUPITT

Taren Point, Sutherland
Shire & St George Area

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities
  • Granny Flats
  • Home Care

CHRIS NOTHLING

Sydney & the Hills District

Specialist Advice Area:

  • Residential Aged Care
  • Granny Flats
  • Home Care
  • Retirement Communities

Queensland

BRAD MONK

Upper Mt Gravatt

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities

JULIE LOCKERIDGE

Benowa, Gold & Tweed
Coast, Northern
NSW, Tenterfield & Warwick

Integral Rural Financial
Services
Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities
  • Home Care

SHAUN AKROYD

Bardon

Specialist Advice Area:

    • Residential Aged Care
    • Retirement Communities
    • Granny Flats
    • Home Care

STEVE JENKOSKY

Townsville

Specialist Advice Area:

    • Residential Aged Care
    • Retirement Communities
    • Granny Flats
    • Home Care

GAVIN WILLIAMS

Caloundra, North Brisbane,
Caboolture & Sunshine
Coast

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities
  • Granny Flats
  • Home Care

JENNIFER RICHARDSON

Newcastle, Lake Macquarie,
Central Coast & Port
Stephens

Specialist Advice Area:

    • Residential Aged Care
    • Home Care
    • Retirement Communities

Victoria

SUSAN COOPER

Greensborough, In-Home
Consultations Melbourne
Metro

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities
  • Home Care
  • Granny Flats

RICHARD MEADEN

Glen Iris, Inner South East &
Mornington Peninsula

Integral Rural Financial
Services
Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities
  • Home Care

MATTHEW WOOLFORD

Melbourne

Specialist Advice Area:

      • Residential Aged Care
      • Retirement Communities

ADRIENNE RUSH

Melbourne Metropolitan &
Western Melbourne Suburbs

Mobile Financial Planner
Specialist Advice Area:

    • Residential Aged Care

JOE FORMICA

North West, Inner West,
Inner North & Inner Eastern
Suburbs

Specialist Advice Area:

  • Residential Aged Care

SARAH RICKUSS

Kew, Richmond, Inner East &
Outer East

Specialist Advice Area:

  • Residential Aged Care

JESSICA HIGGINS

Ballarat, Greater Geelong,
Bellarine Peninsula,
Surfcoast, & South West
Victoria

Specialist Advice Area:

    • Residential Aged Care

CLAUDIA RIGONI-BRAZZALE

Ivanhoe, North & North East
Melbourne

Mobile Financial Planner
Specialist Advice Area:

    • Residential Aged Care
    • Retirement Communities

MARY DE ANGELIS

East Kew

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities
  • Home Care

Australian Capital Territory

JEREMY GILLMAN-WELLS

Yarralumla

Specialist Advice Area:

  • Residential Aged Care

South Australia

DREW POTTS

Adelaide & Port Augusta

Specialist Advice Area:

  • Residential Aged Care
  • Granny Flats
  • Retirement Communities
  • Home Care

KATE PHILLIPS

Norwood

Specialist Advice Area:

  • Residential Aged Care
  • Granny Flats
  • Home Care
  • Retirement Communities

Western Australia

ALDIS PURINS

Osborne Park

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities
  • Granny Flats
  • Home Care

GEOFF WOTZKO

Osborne Park

Specialist Advice Area:

  • Residential Aged Care
  • Granny Flats
  • Home Care

IAN MCRAE

Northbridge, Bunbury &
South West Region

Specialist Advice Area:

    • Residential Aged Care

CRAIG BILLING

Perth

Mobile Financial Planner
Specialist Advice Area:

    • Residential Aged Care
    • Retirement Communities