Founded in Tasmania 1986, we are a dedicated Team, efficient and experienced in understanding the needs of clients who come from different backgrounds and all walks of life.. We are committed to delivering financial confidence to our clients, backed by first-hand knowledge and experience in the retirement industry, helping our clients realise their financial potential and goals through our professional advice and services.
RetireWell With A Plan was launched in early 2018 as a new trading entity professionally progressing from the original company in 1986.
ANDREW MOYSES - Financial Adviser
Andrew has been in the financial industry for 4 years, 3 years of which he has been an adviser. Andrew originally left university with two qualifications, a Bachelors degree in Business Management - Human Resourcing, and a Diploma of Banking & Finance.
After completing university, Andrew worked in different human resource roles and gained experience in Store Managing roles and Business Development Manager for a major phone telco. Personally Andrew enjoys time with family and traveling whenever possible. He has a weakness for technology and a love of food. Whenever possible Andrew likes to be part of the community helping out those who need it the most. [Andrew Moyses FSG Adviser Profile, pdf]
PAUL McSHANE– FINANCIAL ADVISER
Paul has been in the Financial Services Industry as a chartered accountant since 1994. With an extensive accountancy and taxation background, dealing with deceased estates and an interest in investments and superannuation he has a wealth of knowledge to draw upon complementing his academic qualifications - Bachelor of Business, ICAANZ membership, Diploma of Financial Planning.
A long association with local sport as a cricket and football player Paul is a multiple premiership player with Launceston Cricket Club (selected in the One Day Team of the Century), is a life member, and a treasurer for 10 years. His involvement in sport continues with his children now heavily involved in sports. Paul on occasions finds time to enjoy a very temporary return to his background of a farming lifestyle. [Paul McShane FSG Adviser Profile, pdf]
RUTH McCAUSLAND – PRACTICE MANAGER
Ruth has been involved in the Financial Services Industry for over 20 years in administration and adviser roles, following a career as a caring and dedicated Primary School Teacher.
Ruth plays an important role at RetireWell in the management of the practice, implementation of business procedures, staffing and administration.
Enjoys traveling, seeing her children and grandchildren.
KELLY BURROWS – OFFICE MANAGER
Before working with RetireWell, Kelly was employed with the Commonwealth Bank where she performed varied roles such as Financial Health Check accreditation, Customer Support and Focus, Financial Services level 3, and Personal Lending. With this knowledge and skill-set, Kelly is a good-fit for the Financial Planning Industry.
Kelly is very family orientated and loves the outdoor life. Kelly is Tasmanian born and has travelled extensively throughout Australia, and is always up for a bit of adventure.
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Tassie Small Business Finance Pty. Ltd. ABN 83 081 235 832 trading as CMC Consulting & Mentoring and RetireWell [With a Plan] is a Corporate Authorised Representative , Number (1233551) of The Advice Exchange Pty Ltd ABN 55 107 629 194 AFSL/ACL 278937