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.
Paul Bursich
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.
Paul Bursich
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.
Paul has a Bachelor of Business (Accounting) and is also a Certified Practising Accountant (CPA). Paul also holds an internationally recognised Certified Financial Planner (CFP) qualification from the Financial Planning Association of Australia (FPA).
Paul specialises in the following areas of advice: retirement advice, self-managed super funds, risk insurance, direct equities and high net worth clients.
Paul prides himself on developing excellent working relationships by helping clients to achieve their financial goals.
Maureen O’Connor
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.
Maureen O’Connor
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.
Maureen holds a Diploma in Financial Planning, as well as a Bachelor of Laws, Bachelor of Arts, Graduate Diploma of Legal Practice, Diploma of Education and is also a Practicing Lawyer.
Maureen specialises in the following areas of advice: retirement advice, estate planning, Centrelink & DVA advice and superannuation advice.
With these qualifications and extensive experience, Maureen is well qualified to provide comprehensive financial advice based on their individual needs and goals.
