Advice You

Can Trust

We are committed to providing quality financial advice and wealth management solutions to help you achieve your goals.

By choosing RGM, you’ll be working with a professional advisor who puts your interests first.

 

Retirement
Planning

Insurance
Advice

Self Managed Super
Funds (SMSF)

Investment
Advice

Meet Our Financial Planning Experts

Mark Reidy
Mark Reidy - Partner
Accounting & Business Services, Financial Planner

Mark has been with RGM since 1994 and is the resident partner at the Traralgon office. Mark is a CPA, a Certified Financial Planner and an accredited Self-Managed Superannuation Fund Specialist Adviser.

Mark provides Taxation and Business Planning advice, is authorised to provide advice on a broad range of managed investments, shares, life insurance, superannuation, and retirement planning and specialises in administering and advising Self-Managed Superannuation Funds.

Mark has a keen interest in sport particularly golf, football and running marathons. He is also involved with many community service projects through Rotary.

Joe Auciello
Joe Auciello - Partner
Accounting & Business Services

Joe has worked at RGM since 2007 and prior to this time was heavily involved in the day-to-day management of family business interests. He is one of the resident partners at our Moe office and is CPA qualified along with a Bachelor of Business majoring in Accounting and an Associate Degree in Law and Economics, both from Monash University as well as a Diploma of Financial Planning.

Joe works closely with businesses in many different industries, ranging from small to large enterprises, and enjoys seeing his clients prosper to achieving their desired outcomes. He particularly specialises in complex forecasting, acquisition and sale of business transactions, restructuring and general business advisory services. In addition to his accounting skills, Joe is a qualified financial planner and is able to look after his client’s retirement, superannuation, investment and personal insurance requirements where required.

Joe enjoys all forms of sport but takes a keen interest in AFL and soccer and is the treasurer of the Falcons 2000 Soccer Club.

Daniel Bremner
Daniel Bremner - Partner
Financial Planner

Daniel has worked in financial services since 2004 and joined RGM in 2009. Daniel has a Bachelor of Business & Commerce from Monash University specialising in Accounting and Economics, and Advanced Diploma of Financial Services in Financial planning, a Diploma of Finance and Mortgage Broking and he is a SMSF Specialist adviser.

Daniel offers a comprehensive financial service to assist clients on how to enhance their lifestyle and financial goals; achieving things that are important to them.

Daniel has a young family and in his spare time enjoys being a part of the local Falcons 2000 soccer club, as a player and a junior coach.

Prue Cox
Prue Cox - Partner
Accounting & Business Services, Financial Planner

Prue has been with RGM since 2009 and is a resident partner at the Drouin office. Prue is a Chartered Accountant and Financial Planner and is a member of the Chartered Accountants Australia and New Zealand and holds a Diploma in Financial Planning.

Prue has significant experience in taxation and business advisory services and is passionate about ensuring RGM clients are not only compliant with legislation but also fully understand their financial situations so they are better equipped to plan for their futures.

Prue provides the total package in professional services. The combination of an adviser being able to talk to clients about both tax matters and financial planning matters, ensures that Prue can provide holistic advice by working in partnership with the clients to set clear goals and map out the most effective pathways to achieve the best outcomes.

Prue enjoys networking with different organisations and is often called upon to speak at functions and events due to her vast experience and knowledge in professional services.

Prue enjoys marathon running, crossfit, yoga and spending time with her family.

Tom Williamson
Tom Williamson - Partner
Financial Planner

Tom commenced with RGM in February 2022 with over 11 years experience in financial planning across a variety of private practice and industry fund roles. Tom started his career in financial services as an accountant in 2008, having completed a Bachelor of Commerce at Deakin University with majors in Accounting, Economics, Finance and Financial Planning and obtained his CPA qualification in 2014. Since transitioning to financial planning, Tom completed his CFP qualification in 2016.

Tom specialises in providing comprehensive advice on retirement planning, superannuation, personal insurances, shares and managed investments and enjoys helping clients achieve their financial and lifestyle goals.

Tom enjoys anything outdoors, with a keen interest in fishing. He follows most sports and is an avid Bombers supporter. Tom played local football in his younger years but says those days are well and truly behind him. Tom has two young children Mia and Jake and supporting wife Jessica.

Tom is most excited about offering his input in directing the firm and providing more support to his peers.

Our Offices

Traralgon

T 03 5120 1400 / F 03 5176 1786

18 Hotham St, Traralgon VIC 3844, Australia

PO Box 817, Traralgon VIC 3844

Moe

T 03 5120 1400 / F 03 5176 1786

33 Kirk Street, Moe VIC 3825

PO Box 633 Moe VIC 3825

Drouin

T 03 5120 1400 / F 03 5176 1786

25 Princes Way, Drouin VIC 3818

PO Box 599, Drouin VIC 3818

Subscribe for the

latest from RGM

Your file(s) have been uploaded