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Our purpose

We inspire people to live their ideal life by helping them achieve financial stability.

RFS Advice is a Gold Coast based financial planning practice who believes that relieving financial stress is one of the most important things we can do for our clients. Knowing their financial life is under control, and that their family and loved ones are taken care of if anything should happen to them, is a responsibility we take seriously.

Through our clients, and sometimes personally, we have experienced the highs and lows of life. We have been part of new business opportunities, succession planning, retirements and business partner separations. We have seen marriages and divorces and watched families grow. At RFS Advice we have been through, and seen personal and financial loss and also experienced and witnessed personal victories and fantastic financial success.

For our clients, it is an experience they will usually only have once, but we see it nearly every day. We know the impact good financial planning and advice can make. We have the life experience, technical capability and quality support team that can make that difference for you.

Financial advice you can trust

Implementation, monitoring and review are key to achieving our successful client outcomes and we have a business that is appropriately resourced to do it.

Award Winning
Financial Advice

Our amazing team of Gold Coast based financial advisors have consistantly won prestigious financial planning industry awards for over a decade. FSPower 50 Most Influential Advisers, IFA Excellence Awards, Barron’s Top Financial Advisors, AFA Practice of the Year and the Most Trusted Adviser awards to name a few.

The RFS Advice team

Meet the people behind our Gold Coast based, award winning company, RFS Advice. Our passionate team of is here to help you achieve your financial goals.

Paul Forbes
Chief Executive officer

GAICD, Grad Dip Ec., B.Bus (Mgt), Dip FP.

Troy Theobald
Director of Financial Service

B.BUS (ACC), DIP FS (FP), CFP.
Auth Rep No. 245254

Darko Zigic
Director of Wealth Services

MFP, GradDip FP, Dip FS (FP), Dip IT.
Auth Rep No. 329523

Courtneay Smith
Operations Manager

B.Bus, CPA
Auth Rep No. 260807

Sarah Parkin
Senior Manager

B.Bus (Acc) Dip FS (FP)
Auth Rep No. 463835

Niki Schneider
Financial Adviser

BCom (FinPlan), MFinPlan
Auth Rep No. 1236820

Belinda Veriton
Financial Adviser

MFinPlan, BSc Eng, PhD 
Auth Rep No. 1254601

Talia Nienkemper
Senior Associate

Dip FS (FP)

Jenna Schipanski
Associate

Dip FS (FP)

Josh Nixon
Associate

B.Com (Fin, FinP)
Auth Rep No. 1270827

Rita Tardito
Associate

Auth Rep No. 402849

Brooke Riewoldt
Associate

B.Bus (Mgt) B.Com (FinP)

Lauren Clayton-Smith
Brand Manager
Sacha Dearsly
Client Services Officer
Melissah Maynes
Administrator
Chloe Smith
Administrator

Our corporate partners

At RFS Advice, we work with a number of top industry partners to ensure you are receiving the best possible financial advice and follow on services available to you.

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