RetireInvest Wangaratta, Benalla and Albury
Phone: 03 5722 2226
Locations
16 Templeton St, Wangaratta VIC 3677
3 Cecily Court, 68 Nunn St, Benalla VIC 3672
Suite 8 Level 1/320 Urana Rd, Lavington NSW 2641

You get the best of both worlds at RI Wangaratta. 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.

Jurgen Schonafinger

jurgen schonafinger

Practice Principal and Financial Advisor

Jurgen has been in the Financial Services industry since 1990 and he completed his Diploma of Financial Planning in 2001 through Deakin University. He was admitted as a Certified Financial Planner in 2001.

In 2001, Jurgen established Templeton Financial Services, building a well-respected Practice and in 2009, he merged his business with RetireInvest Benalla forming the new Wangaratta/Benalla RetireInvest business. In 2015, an additional office was established in Albury.

Jurgen prides himself in educating his clients so that they have a better understanding of the investments they hold, and in time become more comfortable due to their increased knowledge of their financial situation.

Jurgen is married to Carolyn and they have two adult sons. Most weekends involve following the boys' sporting teams and gardening, with travel high on Jurgen's list of favourite pastimes.

Richard Morgan

richard morgan

Practice Principal and Financial Advisor

Richard joined the team in 2009 as a Financial Planner and brings a wealth of experience in Financial Planning. Richard specializes in Aged Care and enjoys all client interaction.

A keen soccer fan, Richard enjoys coaching, and watching his children develop their game.

Daryl Johnstone

daryl johnstone

Practice Principal and Financial Advisor

Daryl joined the team in 2008 as a trainee Financial Planner. He brings a wealth of experience in retail management and is relishing his career in the Financial Services Industry, becoming an Authorised Representative for RetireInvest in February 2011. Daryl has also completed his Advanced Diploma of Financial Services (Financial Planning).

A keen sportsman, Daryl enjoys being involved with local cricket and football teams.

Patrick McCarron

patrick mccarron

Practice Principal and Financial Advisor

Patrick joined the team in June 2012, having previously spent 5 ½ years working as an adviser for AMP. Throughout his career he has completed additional tertiary studies and specialist accreditations.

Patrick advises to a widely diversified range of clients. This advice ranges from simple to extremely complex, depending on the needs of his client.

Patrick prides himself on his professionalism, honesty and integrity. Working with a like-minded team at RetireInvest Wangaratta, Benalla and Albury allows him to advise in the best interests of his clients.

A keen fan of the outdoors, Patrick enjoys many pursuits such as bike riding, skiing, fishing and travel.

Peter O’Connor

peter o connor

Financial Advisor

Peter has been in the Financial Services Industry for 25 years, in management roles and running his own successful practice.

He was admitted as a Certified Financial Planner in 1995 and holds the Diploma of Financial Planning qualification from Deakin University.

Peter brings a wealth of experience to our group and enjoys the opportunity of meeting new clients and helping them achieve their financial, lifestyle and family goals.

Peter is married to Liz, with a grown up family and two grandchildren. He is an active sportsman, playing regular golf and competition racquetball, and in his spare time he enjoys travel, wine and food as well as spending time with family and friends.

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Brendan Phillips

Brendan phillips1

Financial Advisor

Brendan has recently joined RetireInvest team in the Wangaratta office. He has been working in the Financial Services industry since the start of 2008 and has a sound technical background and emphasis on building strong relationships with his clients. 

Brendan is able to provide professional strategic and investment advice across all life stages, ensuring his clients are well positioned for a strong financial future.

Outside of work, Brendan enjoys playing football and spending time with his wife, Kirby, and two  young sons, Mac and Bernie.

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Paula Campbell

paula campbell

Client Relationship Support

Paula joined the team in March 2007 and has completed the first module of Diploma of Financial Planning.

She has a wide variety of experience working in accounting and administrative management positions, including nine years working in the United States.

Paula’s favourite pastimes are: Interior/Exterior designing, photography and travel. Whenever the opportunity arises, Paula and her partner Ash, like to explore the outdoors; hiking, kayaking and camping.

Marion Tilton

marion tilton

Client Services Officer

Marion joined the team in March 2009 and works in the Benalla office. Marion has extensive experience in administration, customer service and sales.

Marion has completed two modules of the Diploma of Financial Services (Financial Planning) and continues to study to keep her skills up to date.

Marion is married to Terry and they have one son. In her spare time, Marion enjoys renovating her house.

Shenae De La Rue

shenae de la rue

Client Services Officer

Shenae joined the team as the Client Services Officer for RetireInvest Wangaratta in December 2014. 
She completed year 12 at Wangaratta High School in the year 2012. 


Shenae has grown up in the area and has had an involvement in several local sporting clubs and associations.

Outside of work, Shenae enjoys playing netball in the winter and water skiing in the summer. She also likes socialising through camping and travelling.