About Us

Since 1989 our purpose has been to make a positive and ongoing difference in the lives of our clients. 

With this in mind, our relationship with each client embraces a comprehensive approach to financial planning.  We work alongside you, our clients to analyse not only your current financial situation but also to develop an awareness of your future needs.  We then create a comprehensive plan for you to achieve your financial goals.  Finally, we implement and review the plan through a clearly defined strategy.

Whether you are starting out, nearing the end of your working life or somewhere in between, our advisers can work with you to ensure your tailored and strategic plan grows and adapts with you.

Please click here to download our Financial Services Guide.

About our advisers

At Riverina Financial Planning, our advisers place a high importance on building and maintaining long term relationships with personal and business clients.

They take pride in being financial planning professionals, and are highly qualified with the skills to meet your ongoing financial planning needs, as well as the expertise to keep abreast of the ever changing financial landscape.

Click here to meet the team.

A Riverina Financial Planning adviser:

• is a qualified, professional financial adviser committed to ongoing education and training;
• can give you access to a wide range of quality financial solutions to help you meet your financial goals;
• will help you through the financial planning process by providing a range of educational materials to explain the strategy they recommend; and
• is an Authorised Representative of Consultum Financial Advisers Pty Ltd, holder of an Australian Financial Services Licence (AFSL) issued by the industry regulator, the Australian Securities and Investments Commission (ASIC).

About Consultum Financial Advisers

At Riverina Financial Planning, we are proud to be an Authorised Representative of Consultum Financial Advisers (Consultum). Consultum is a national financial planning group created in 2006 following the merger of two leading Australian financial planning companies: Winchcombe Carson Financial Planning (Winchcombe) and Financial Partnership.

Established in 1979, Winchcombe was one of Australia’s pioneering financial planning groups. Financial Partnership, launched in 2002, was one of Australia’s first lifestyle financial planning groups, seeking strong, ongoing relationships with its clients throughout every life-stage.

Consultum also has the backing and resourcing of its parent company The IOOF Group, an ASX 200 listed company that has been looking after the financial security of Australians for over 160 years.