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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.

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.

Madeline Williams

Maddie

Paraplanner
Qualifications: B Bus (Financial Planning)

I became part of the team in January 2021 after working in the Financial Planning industry since December 2019. I have completed a Bachelor of Business (Financial Planning) through RMIT University.

I enjoy expanding my knowledge and understanding when it comes to the strategies and goals of each client, as well as continually developing my analytical skills. I look forward to continuing to grow and learn in my role, with the wonderful help of the RI Berwick team.

Elisabeth Swanink

Lisette

Client Services Officer

My name is Lisette and I started working at RI Berwick as Client Service Officer in June 2021. I’m originally from The Netherlands. We moved here 13 years ago, so you will probably hear the accent.

I’m 51 years old or young, depends on the day. I’m married and we have a full house with our two kids and their partners living with us, along with our two cats and one cute puppy. In my free time, I like to watch tv/movies and, as most women of course, I love a bit of shopping. Although I’m not a sports person, I love to go skiing.

I have always worked in admin support and have had some experience at my previous job in financial planning. I am excited to further my knowledge in the industry. I enjoy helping our clients and am looking forward to speaking to everyone over the phone or face to face in the office.

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.