At RetireInvest Moonee Ponds & Werribee, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
Since we opened, RetireInvest Moonee Ponds & Werribee has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.
We would like to introduce you to our team.
CFP®, B Bus (Acc), CPA
Paul Bursich has been providing professional financial planning advice and solutions to clients since 1986, all of which was with major banking and insurance companies. Paul joined RetireInvest as a financial adviser in 2001.
LLB, BA, DGLP, Dip Ed, Dip FP.
Maureen O’Connor has been providing professional financial planning advice and solutions to clients since 1998. Maureen quickly became a successful financial adviser within a major bank, being promoted to a senior role and receiving many awards of excellence. Maureen joined RetireInvest as a financial adviser in 2004.