Home About Us Adviser Profiles Contact Us

Our People

 

 

Rachel Hodgetts

Rachel has a banking background, including experience in the United Kingdom finance industry. She has been employed in RBF's Member Options and Entitlements team for a number of years, gaining extensive experience in the area of superannuation.

Rachel's qualifications include the Advanced Diploma of Financial Services (Financial Planning) and she is currently completing the Certified Financial Planner accreditation program.

Rachel Hodgetts is an Authorised Representative (number 307139) of the RBF-TAS Planning Pty Ltd.

 

Rachel Phillips

Rachel has a background in superannuation having worked in RBF's Member Services team for a number of years.

Rachel's qualifications include a Commerce degree (Marketing and International Business) and a Graduate Diploma of Financial Planning from the Financial Services Institute of Australasia. Rachel is currently completing the Certified Financial Planner accreditation program.

Rachel Phillips is an Authorised Representative (number 332512) of RBF-TAS Planning Pty Ltd.

 

Conrad Voss

Conrad has worked in the financial industry since 2001 having experience as an Investment Accountant, Senior Financial Planner and now the Manager of Financial Services. He has extensive experience working with high net worth clients and specialises in wealth creation and retirement.

Conrad's qualifications include a Commerce Degree, Diploma of Financial Planning, Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Superannuation) and he is a Justice of the Peace.

Conrad Voss is an Authorised Representative (number 325739) of the RBF-TAS Planning Pty Ltd.

 

Michael Millar CFP®, Dip FP

Michael has seven years experience as a financial planner with the Retirement Benefits Fund Board. Michael’s authorised areas of advice include:

  • Specialist in RBF superannuation Products and Services
  • Retirement Planning
  • Wealth Accumulation (using both superannuation and non-superannuation products)
  • Personal Insurances

Michael is an Authorised Representative (number 275788) of RBF-TAS Planning Pty Ltd.

 

Neil Forrest

Neil has a background in Accounting and has extensive experience in superannuation, in particular RBF superannuation benefits.

Neil's qualifications include the Graduate Diploma in Business Studies Accounting and a Diploma of Financial Planning with Deakin University.

Neil Forrest is an Authorised representative (number 275791) of RBF-TAS Planning Pty Ltd.