Retirement Living and Aged Care Specialist®

When you see the Retirement Living and Aged Care Specialist® 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
  • Retirement Communities
  • Granny Flats
  • Home Care

ROBERT CRAVEN

Sydney

Specialist Advice Area:

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

PATRICK GLEESON

Sydney

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

GEOFF WHIDDON

Newcastle & Central Coast

Specialist Advice Area:

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

CHRIS NOTHLING

Sydney & the Hills District

Specialist Advice Area:

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

DIANNE CHALK

Wollongong, South Coast and Southern Highlands

Specialist Advice Area:

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

JILLIAN CLARKE

Sydney

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities

JENNIFER RICHARDSON

Newcastle, Lake Macquarie,
Central Coast & Port
Stephens

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities
  • Home Care

JAMIE O’CONNOR

Griffith & Leeton

Specialist Advice Area:

  • Residential Aged Care
  • Granny Flats
  • Home Care

Australian Capital Territory

JEREMY GILLMAN-WELLS

Yarralumla

Specialist Advice Area:

  • Residential Aged Care

Queensland

JULIE LOCKERIDGE

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

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities
  • Granny Flats
  • 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

SHARON KENNEDY

Brisbane

Specialist Advice Area:

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

BRAD MONK

Upper Mt Gravatt

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities

Victoria

RICHARD MEADEN

Glen Iris, Inner South East &
Mornington Peninsula

Specialist Advice Area:

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

CLAUDIA RIGONI-BRAZZALE

Ivanhoe, North & North East
Melbourne

Specialist Advice Area:

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

SUSAN COOPER

Greensborough, In-Home
Consultations Melbourne
Metro

Specialist Advice Area:

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

MATTHEW WOOLFORD

Melbourne

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities

ADRIENNE RUSH

Melbourne Metropolitan &
Western Melbourne

Specialist Advice Area:

  • Residential Aged Care

JOE FORMICA

North West, Inner West,
Inner North & Inner Eastern

Specialist Advice Area:

  • Residential Aged Care

JESSICA HIGGINS

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

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities
  • Home Care

MARY DE ANGELIS

East Kew

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities
  • Home Care

Caroline Ngoi

Outer Eastern ,
Mornington Peninsula & Tasmania

Specialist Advice Area:

  • Residential Aged Care

South Australia

DREW POTTS

Adelaide & Port Augusta

Specialist Advice Area:

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

KATE PHILLIPS

Norwood

Specialist Advice Area:

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

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
  • Retirement Communities
  • Granny Flats
  • Home Care

IAN MCRAE

Northbridge, Bunbury &
South West Region

Specialist Advice Area:

  • Residential Aged Care

CRAIG BILLING

Perth

Specialist Advice Area:

  • Residential Aged Care
  • Retirement Communities