Coolangatta Financial Planning Experts
You get the best of both worlds at RI Coolangatta There's the confidence of knowing you're with one of the most well-known financial planning groups in Australia, 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.
Since we opened in 1996, RI Coolangatta have become one of Queensland’s leading providers of financial advice.
Kathy Paget
Kathy Paget
Authorised Representative Servicing Coolangatta
CFP®, Dip.FP
Kathy is a Co-Proprietor and the Managing Director of the RetireInvest Coolangatta practice, an extension of the RetireInvest Wide Bay office, with Hervey Bay opening in April 1996. Kathy has worked in the banking and financial industry since 1984 and has worked as a financial adviser since joining RetireInvest in 1994 in Rockhampton. Prior to this, Kathy operated her own insurance business in Brisbane for 7 years.
Kathy is a Certified Financial Planner™ , having completed her Diploma of Financial Planning in 1999. She is also an Associate of the Financial Planning Association of Australia and is accredited as a Self Managed Super Fund Specialist.
She has been recognised nationally as one of RetireInvest’s Top 10 advisers for the past 15 years, has been a member of the RI Platinum Club since 2004 and was a representative on the RetireInvest Proprietors’ Advisory Council for 8 years before retiring her position at the end of 2010 to concentrate on her growing business.
She is a regular presenter at both State and National Conferences providing insight into how she has built a successful business.
With her vast knowledge and experience, Kathy is able to provide advice and guidance to a wide range of clients – from those wanting to accumulate their wealth through saving and debt reduction to those wanting to retire, securing their desired income and continue to build their wealth in tax effective and transparent structures.
Her mantra, is “Great service is the difference between success, mediocrity and failure”. This has become a part of the RI Coolangatta office culture and is used as a constant reminder that we are ‘service providers’ and our clients are the reason why we are in business.
In her spare time, Kathy enjoys “time out” with her partner Tony, on their boat, travelling in and out of Australia, in particular cruising, and chilling out - just reading a book.
Authorised Representative Servicing Coolangatta Office
Adv DipFS (FP)
Genevieve de Szoeke
Genevieve de Szoeke
Authorised Representative Servicing Coolangatta Office
Adv DipFS (FP)
Genevieve de Szoeke has spent fifteen years helping clients become financially successful and reach their goals as a Financial Adviser. She is also a Business Partner here at RetireInvest Wide Bay and RetireInvest Coolangatta. With over twenty years of industry experience, she is committed and well equipped to provide advice and solutions to clients in any stage of their lives.
Genevieve started her journey to becoming a Financial Adviser as a receptionist at RetireInvest Wide Bay before quickly discovering her passion in helping people achieve financial wellbeing: living a life in line with the core values that are most important to them and their family.
Incorporating the role of educator, counsellor, confidante and friend into her work has made her an empowering leader and an exceptional Adviser. Genevieve adopts the term leader with responsibility and action. Ensuring the team of fifteen at RetireInvest Wide Bay and Coolangatta feel supported and engaged in their work. As a proactive Adviser who places immense value on relationships, Genevieve has seen the reward in providing tailored solutions that take into account her clients entire situation.
She holds a Graduate Certificate in Financial Planning and is currently completing a Master of Financial Planning. Genevieve is a member of the Proprietors Advisory Council (PAC) as a representative for the national RI Advice Group and has been a member of the Association of Financial Advisers (AFA) for over ten years.
Genevieve has called Hervey Bay home for over 25 years and sees the value in supporting local organisations. She is Board Member of Fraser Coast Mates, a local organisation that aims to build awareness of the barriers people with mental health issues face. She is also the co-founder of Bay Business Women: a professional networking group that provides women in the Fraser Coast the space and resources to connect, share and learn from eachother.
Genevieve also enjoys the relaxed lifestyle Hervey Bay gives her, with a great network of friends, her husband, and their dog, Charli.
Nathan Green
Nathan Green
Authorised Representative Servicing Coolangatta
Dip.FP
Nathan Green is an Authorised Representative and Business Partner at RetireInvest Wide Bay and RetireInvest Coolangatta. He has over 11 years’ experience in providing financial advice and 14 years of industry experience.
Nathan naturally creates comfortable spaces for his clients to share their goals and discuss their financial situation, with each interaction being an opportunity for Nathan to make his advice educational and personalised. He has an interest in financial markets, specifically direct equities, and guides his clients through all aspects of the changing financial landscape and legislation.
Helping clients understand the importance of the right strategy to build long-term wealth is crucial to Nathan. While working with the clients one-on-one, Nathan is able to share his clients’ excitement as they discover options they didn't think were possible to achieve their goals. This is what motivated Nathan to work towards becoming a Financial Adviser over eleven years ago and is what continues to motivate him today.
Nathan is able to add real value to his clients’ lives through sound and structured advice, providing guidance, investment structures and choices. Most importantly, he makes sure that his clients are always making smart choices about their money and keeps them accountable along the way. A guiding principle for Nathan is his advice should put his client’s financial situation in a better position each time they meet.
Nathan is Coolangatta’s Resident Senior Adviser and a leader to a team of twelve staff, enjoying mentoring and aiding in professional development for staff as a part of his role. Nathan holds a Diploma of Financial Services (DipFS), is working towards a Master of Financial Planning and has been a member of the Association of Financial Advisers since 2016.
Helen Jorgensen
Helen Jorgensen
Practice Manager
Helen, our Practice Manager has worked at RI Wide Bay since 2007. She oversees all aspects of the business including staffing, IT and operational duties for all four of our offices. Helen has worked in the banking and finance industry since 1986 and began at RetireInvest Wide Bay as an Administration Assistant, before moving into Client Services and Business Administration roles.
Helen relishes the opportunity to bring innovation to the business by optimising processes, allowing the team to do what they do best and ensuring they have the tools they need. She loves working with a driven team lead by strong business owners who have acted as mentors during her time with the business. This has allowed Helen to grow and develop in various roles and become a valuable part of the management team.
In her spare time, she enjoys playing Masters Softball, travelling, listening to live bands, walking the beautiful esplanade of Hervey Bay and spending time with her family and friends.
Carine Pedersen
Carine Pedersen
Administrative Manager
Carine, our Administrative Manager has been a core member of our team since 2013. Based in Hervey Bay, her role includes acting as project leader for multiple client groups, coordinating RetireInvest Wide Bay and RetireInvest Coolangatta’s marketing and events and providing training and development with the business and team.
Enjoying working closely with others, Carine has always worked in Client Service roles. Her dedication to relationship management is demonstrated through a Certificate IV in Leadership and Management and she looks forward to completing further studies in Human Resources. Starting at our practice as a receptionist, Carine created a strong foundation and deep understanding of the business and values before expanding her role.
Carine has a passion of bringing people together and making an impact on those around her. She has raised upwards of $45,000 for the Cancer Council through Girls Night In events and regularly participates in local fundraising events. She enjoys knowing each day at work will bring new challenges, new people and lots of enjoyment. The brightest part of Carine’s day is making a small difference in the life of a colleague or client by going beyond the expected to help however she can.
Carine is married to Craig and they have 2 teenage children who keep them both very busy.
Kirsty Myers
Kirsty Myers
Client Service Officer
Kirsty Myers is a Client Service Officers in our Bundaberg office, working closely with Kathy’s clients where she provides support to clients by answering their questions, managing their requests, and assisting in preparing and implementing advice strategies.
Kirsty is in a fortuitous position to work collaboratively with clients by leveraging her 13 years’ experience and the relationships she has built in that time. Kirsty also holds a Diploma of Financial Planning and is able to use this knowledge to provide exceptional service that continues to be recognised by many of our clients.
She enjoys working in a knowledgeable team and supporting the clients and staff she has built an immense amount of trust with over the past 13 years.
When she is not at work, Kirsty enjoys being outdoors, arts & crafts & spending time with family, in particular her little dog.
Rebecca Muller
Rebecca Muller
Client Service Officer
Rebecca Muller is a Client Service Officer in our Hervey Bay office. She has been a part of our team for the past eight years working with Kathy and Gen’s new and existing clients.
Rebecca is an integral part in the advice process providing her experience and expertise in the implementation stage and then ongoing support to our clients. She is our clients’ contact where she is available to answer any questions they may have, manage their administration whilst supporting our Advisers in preparing and implementing advice.
Rebecca has a Bachelor of Science; bringing her technical skills and attention to detail to work every day. With vast experience working in customer service, Rebecca enjoys the relationships she builds with clients, and the impact she makes with clients and in the team. Rebecca looks forward to continuing to expand her knowledge so she can continue to offer dynamic support in our developing industry.
Rebecca enjoys being a part of the community in Hervey Bay with her family and especially loves taking her son, Harry, down to the beach to explore whatever Mother Nature leaves on the shorelines.
Kayla Rozycki
Kayla Rozycki
Client Service Officer
Kayla is a Client Service Officer, assisting our clients by providing ongoing support, preparing advice documentation, and implementing advice strategies. She provides support to Karen, Gen & Kathy’s clients in our Bundaberg office.
Continually looking to grow her knowledge and experience, Kayla has begun studying to complete her Masters of Financial Planning. This degree will compliment her existing Graduate Diploma of Financial Planning.
Kayla is married with two children. She and her family love a lifestyle that accommodates trips in their beautiful surrounds, and spending quality time together.
