John Carberry

Ri Advice Group Pty Ltd

Silver
33 Yrs Experience
Weetangera, ACT 2614

Recent reviews

Ri Advice Group Pty Ltd

123 Springvale Dr
Weetangera, ACT 2614

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 1989
  • Years of experience 33
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

We offer three levels of service being; Touch Point, Gold and Platinum service offerings. The fee is based on the level of service that best supports the clients needs.

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

5.00
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

Sort by

5.00

"John has been extremely helpful in my transition from permanent work to retirement. His courteous and knowledgeable manner make it easy to seek information regarding financial advice and planning for our future. His office staff are very friendly and always helpful."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has given advice in arears including managed super funds , shares and fixed investments, super funds. He ws able to explain things in a aclear way. Johns knowledge and experience together with his recearch on products and to detail and issues, gives me cofidence in the advice given was right for my needs. His attention to detail together wih his availability when needed gives me confidence in the advice given."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has an in-depth knowledge of market directions, geo-political influences and local understanding of what's happening and how it may potential affect our portfolio. We appreciate his value and insight he has brought to the management and direction of our portfolio."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Happy with the service"

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma 5

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Financial Markets

Level
0 - Training / Exam / Other
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
1996

Diploma of Accounting

Level
5 - Diploma
Institution
Canberra Institute of Technology (CIT)
Completed
1983

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Financial Services Institute of Australasia (FINSIA)

Membership type
AFP
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