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

Glenda Chase

Glenda Chase

Proprietor / Office Manager
Qualifications: Diploma of Financial Planning
Authorised Representative Number: 247474

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Glenda has worked in the financial services industry since 1995 and holds the Diploma of Financial Planning. Glenda lives in the Toronto area and enjoys the many special features offered by life in the Lake Macquarie region.

Glenda also has over 20 years experience in the industry and focuses this experience on Office Management and Administration for the business.

Lyndal Holt

Lyndal Holt

Administration Assistant and Receptionist

As the first person to greet you at RI Advice Morisset, Lyndal’s customer service focus and professional manner is ideally suited to her role in our office. Lyndal has experience working in financial planning offices, both locally and in Sydney, prior to joining our team.

When not at work, Lyndal teams together with her partner and teenage son to renovate a 1970s weatherboard home to its former glory.

Kelly Wickham

Kelly Wickham

Client Services Officer

Kelly has valuable experience working within the Risk Insurance industry prior to join our team at RI Advice Morisset.

She is now capably handling our Client Services role, offering assistance to all with documentation and processing. It is a pleasure to hear her contagious laughter and have her happy disposition impact our team and clients.