Retirement Victoria
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About Retirement Victoria
What We Do - Our People
Retirement Victoria specialises in the provision of quality retirement planning, financial planning and risk insurance services. Currently about 70% of our clients come from the public sector and around 30% from the private sector.

Within the Victorian Public Sector, Retirement Victoria has a high level of recognition for expertise, service and clarity in planning. RV works closely with members of the Victorian teaching service and is the Australian Education Union's preferred provider of retirement, financial and risk insurance services to its members.

For more than fifteen years, the staff at RV have built a reputation for technical skill, sound strategy development and the ability to explain complex issues in a way which is easily understood by clients.

Staff have been carefully chosen on the basis of their qualifications, integrity and their ability to understand and meet the needs of clients. All financial /retirement planners hold a university degree and appropriate post graduate qualifications.

Retirement Victoria is neither owned nor controlled by any financial institution.

Clarity, quality and continuity in caring for clients are the cornerstones of our approach.

Retirement Victoria Pty. Ltd. Is a corporate authorised representative of Millenium3 Financial Services Pty. Ltd. (AFSL 244252)

We look forward to working with you in the years ahead.

On behalf of the Retirement Victoria Team,

Hugh Dickson
Managing Director
The RV Advisory and Support Staff Team
Geoff Allen
Kristy Badgery
Alysha Bullpit
Shannon Clarke
Denis Cleary
Emma Delahey
Marnie Ewinger
Nicole Goodman
Jessica Grant
Brian Gunn
Jenny Hoyle
Izabella Pokorski
Rob Jowett
Steve McIver
Ed Paterson
Colin Pettigrew
Scott Plunkett
Victoria Real
Ray Wilkinson
Joan Zivchak
A financial services advisory business operates under the provisions of an Australian Financial Services Licence (AFSL). Licences are approved and regulated by the Australian Securities and Investments Commission (ASIC). ASIC has detailed licensing requirements addressing such issues as the professional qualifications and relevant experience of the licence holder, staff training, compliance standards, audit and professional indemnity insurance. Retirement Victoria is the business name of Retirement Victoria Pty Ltd (ABN 11 132 109 114) which is a corporate authorised representative of the licence holder Millennium3 Financial Services Pty Ltd (ABN 61 094 529 987) (AFSL244252)
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