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You get the best of both worlds at RI Berwick. There's the confidence of knowing you're with one of the most well known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups. And there's the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.

Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.

Craig Volk

Craig Volk

Principal / Financial Adviser
Authorised Representative
Qualifications: G Dip MBA, Adv DipFP(FS)

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As your 'personal financial planner' my job is to help you make appropriate financial decisions about your future taking into consideration your personal circumstances and future wishes.

It's not just about financial markets, your superannuation, cash flow, managing taxation, protecting you and your family in the event of illness or injury or saving - it's about them all at the same time.

I hold a Graduate Diploma in Masters of Business Administration, an Advanced Diploma in Financial Services - Financial Planning, and specialist accreditation for SMSF, Direct Equities, Borrowing to Invest and Personal Insurance requirements.

With these qualifications and experience I am suitably qualified to help a broad range of individuals and couples achieve their financial goals.

Pierina Di Stella

Pierina Di Stella

Proprietor / Financial Adviser
Authorised Representative
Qualifications: CFP, B Bus (Acc), DipFP, CA

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I have over 18 years experience as an accountant. I spent 7 years working for a large international chartered accountancy firm and, prior to joining RetireInvest, I worked for a firm of Certified Practising Accountants for 11 years. I joined RetireInvest as a financial adviser in April 1999.

I have a Diploma of Financial Planning from Deakin University and was awarded national prize for DFP6 top student in 1998. I hold the internationally recognised Certified Financial Planner or CFP qualification from the Financial Planning Association of Australia (FPA), as well as a Bachelor of Business (Accounting). I am an Associate member of the Institute of Chartered Accountants in Australia. With these qualifications and experience, I am well qualified to help clients to achieve their financial goals.

Kerri Davey

Kerri Davey

Financial Adviser
Authorised Representative
Qualifications: DipFP, AdvDipFP, CFP® Professional

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I have been working in financial services for 20 years and was first authorised to provide advice in 2004. Over this time I have successfully provided advice to clients in areas of superannuation, retirement planning, investment, and wealth protection.

I have a genuine desire to help clients achieve their financial goals and enjoy using my experience and strong technical knowledge to develop strategies that work for clients’ day-to-day lives and for their financial future.

I am a member of the Financial Planning Association (FPA) and hold the Diploma and Advanced Diploma of Financial Services (Financial Planning). In addition, I have attained the Certified Financial Planner® (CFP) Professional designation and completed Self-Managed Superannuation Fund specialised education.

With my experience and education, I am well-positioned to help clients improve their financial positions and tailor strategies to meet a diverse range of needs.

David Locco

David Locco

Paraplanner
Qualifications: M.Com (Finance and Financial Planning)

I joined RI Berwick in June 2017. I hold a Master of Commerce (Finance and Financial Planning). Since joining RI Berwick I have gained extensive experience in Paraplanning, with a particular interest in investments and financial markets.

Jessica Blackman

Jessica Thompson

Client Services Officer

I joined the team at RI Berwick in November 2018. Since starting out in the financial planning industry in November 2017, I have adapted to an ever changing industry and gained a wide range of skills.

As Client Services Officer at RI Berwick, I take care of front office administration and liaise with all clients and their queries. I am excited to further my knowledge with RI Berwick and enjoy supporting clients with their endeavours.

Kate Volk

Kate Volk

Office Manager
Qualifications: DipFP

I have worked in the financial planning industry since April 2008, having been the office manager/owner of a smaller practice in Northern New South Wales. Missing family and starting one of our own has bought us back to Melbourne.

I now work for RI Berwick on a part time basis, lending support where I can and doing all the back office work. I am expanding on my skills every day and really enjoy being part of the team.