Retirement Victoria
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About Retirement Victoria
What We Do - Our People
Retirement Victoria specialises in the provision of quality retirement planning services to public sector employees and retirees. Around 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 and financial planning services to members.

Over the past fifteen years Alan Cooper, Geoff Allen and their Staff 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 ability to understand and meet the needs of clients. A high premium is placed on ongoing staff training. All advisers hold a university degree with 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 Millennium3 Financial Services Pty Ltd (AFSL 244252).

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

On behalf of the Retirement Victoria team -


Alan Cooper Geoff Allen

Retirement Victoria is the Australian Education Union's preferred provider of retirement and financial planning services to members in Victoria.
The RV Advisory and Support Staff Team
Alan Cooper
Geoff Allen
Denis Cleary
Ed Paterson
Ray Wilkinson
Rob Jowett
Colin Pettigrew
Melanie Brown
Maria Cosieski
Chris Harris
Victoria Real
Emma Delahey
Marnie Ewinger
Jessica Grant
Joan Zivchak
Kristy Badgery
Jenny Hoyle
Nicole Goodman
Shannon Clarke
Steven McIver
Brittany Morrow
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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