HJ
Helen Jorgensen
Practice Manager at Retireinvest Wide Bay
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Work Experience
Practice Manager
Mar 2007 - Present · 17 years and 10 months
Part Time Teller
1997 - 2002 · 5 years
Teller To Client Service Manager
1986 - 1997 · 11 years
Company Details
11-50 Employees
RetireInvest Wide Bay is a medium sized, completely locally owned Financial Advice practice. With four Advisers and a collaborative and supportive team to help our clients every step of the way. Our purpose is to provide financial advice to people. It sounds simple, we like to keep it that way. But we know it is different for everyone and can be complicated. That’s why we take the time to understand your whole situation, not just your financial one. We’re small enough to know you and what you want, and big enough to have leading research and the support to provide and implement exceptional advice, that works for you. We are one of Queensland’s leading providers of financial advice, since opening in 1996. RetireInvest Wide Bay is a part of RI Advice Group, who have been providing financial advice to everyday Australians since 1979. If you would like to know more about RI Advice Group you can go to their website.
Year Founded
1996
Social Media
Linkedin
Industry
Financial Services
HQ Location
Level 1/73 Main Street Hervey Bay, Qld 4655, AU
Keywords
Financial Planning & Goal SettingSelf Managed Super FundsEstate PlanningBusiness Protection & Succession PlanningLifetotal and permanent disabilitytrauma and income protection insuranceRetirement Planningand Wealth Creation
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