Better Advice, the key to better results.

It’s simple: You can master complex financial matters and get on a clear path to financial well-being with our expert advice.

Your future financial plans for wealth and retirement are about the long haul, and unfortunately, there are no silver bullets or magical shortcuts. There’s a lot to know and master and even though you can read a lot online it’s overwhelming for most people and hard to keep up with changing rules and new products and trends.

That’s why in parallel to great technology, products and strong compliance that protects you, we’ve brought together a first class team. Let them do the deep thinking, and heavy lifting and look after your interests while making sure you’re on the right track.

Our Advice Process

When it comes to advising you based on your personal circumstances, our team follows this proven process:

Start with a Kick-Off Discussion

This is a free exploratory chat to understand your goals and objectives and work out what directions we could go next.

01

Building Up A Game Plan

We focus on understanding both you and the environment including market trends, regulatory frameworks and so on to tailor the most effective strategy for your needs. By comparing various products and approaches, we ensure the actions we recommend are the best fit for you.

02

Formal Strategy

Based on our learnings and insights we craft a formal, written  Statement of Advice (SoA), outlining clear actions aimed at achieving your specific goals. This document is your tailored masterplan which details the next steps forward.

03

Implementation

After final sign-off we’ll make sure the plan is actioned and you can actually start progress along the carefully mapped out pathways to your financial goals.

04

Check-in and Support

We’re known for our long term care and support. We will keep you updated about the progress but importantly as circumstances change we will have regular checkins to keep things on tracked and aligned.

05

Our Adviser Team

Say Hi to Rikki

Rikki

Financial Planner

Rikki

Having worked in various stock broking and accounting firms I recognised there were gaps in understanding, knowledge and trust and with a genuine desire to help everyday Australians I transitioned into the financial advice space to not only improve their financial situation and reach goals but to actually help people understand what is for most a confusing financial landscape. I’ve been able to leverage my 2 decades experience in the financial services industry and I take care with and have pride in the advice I recommend to my clients.

On a personal note, I am married with a young family and enjoy watching footy (ask me about it!) and enjoying snags on the bbq with my mates. When I get away I love travelling to different countries and experiencing different cultures.

I hold a Diploma of Financial Planning and provide wide-ranging advice with my clients’ best interests at heart:

•  Allocated Pensions and Annuities

•  Superannuation

•  Self-Managed Superannuation Funds

•  Cash and Term Deposits

•  Managed Investments

•  Listed Securities (shares and other products)

•  Investment Bonds

•  Life, Total and Permanent Disability, Income Protection & Trauma Insurance 

•  Centrelink/Veterans Affairs Assistance

•  Aged Care

•  Budgeting and Cashflow Management

•  Debt Management

•  Managed investment schemes, Including an Investor Directed Portfolio Service (IDPS)

Brightday Advisers Pty Ltd

Corporate Authorised Representative Number 1307926

Authorised Representative Number 1266216

Say Hi to Dale

Dale

Financial Planner

Dale

I believe that building long term relationships is essential to all facets of life, both personal & professional. I am passionate about assisting clients by providing good valuable advice.

Helping people in previous roles led me to want to pursue a career in financial planning, where I would have the opportunity to help individuals take control of their finances and be able to reach their goals.

I have a genuine desire to help people to improve their situations. I take great pride with the advice I recommend to my clients.

I have a young family and outside of work I enjoy cooking, watching sports and also gardening. I hold a Master of Applied Finance, Bachelor of Commerce in Internal Auditing and Diploma of Financial Planning and advise in a wide range of financial products and services:

  • Allocated Pensions and Annuities

  • Superannuation

  • Self-Managed Superannuation Funds

  • Cash and Term Deposits

  • Managed Investments

  • Listed Securities (shares and other products)

  • Investment Bonds

  • Life, Total and Permanent Disability, Income Protection & Trauma Insurance

  • Centrelink/Veterans Affairs Assistance

  • Aged Care

  • Budgeting and Cashflow Management

  • Debt Management

  • Managed investment schemes, Including an Investor Directed Portfolio Service (IDPS)

Brightday Advisers Pty Ltd

Corporate Authorised Representative Number 1307926

Authorised Representative Number 1269518

Financial Services Guide, Brightday Advisers Pty Ltd