About Us

Certified Financial Planner – Echuca, Swan Hill & Bendigo

Michael Anderson has over 15 years of financial services experience and is a Certified Financial Planner (CFP) member of the Financial Planning Association (FPA). Michael is passionate about applying his knowledge to improve the lives of his clients. Michael specialises in retirement strategies involving Superannuation, investments and Centrelink.

QUALIFICATIONS

SPECIALISTIONS

Swan Hill

Sara was a Financial Planner for over 15 years and in that time worked closely with her clients to deliver optimal outcomes for them.

QUALIFICATIONS

SPECIALISTIONS

Senior Financial Planner – Echuca, Swan Hill & Bendigo

Chris Kadri has over 21 years experience combined in financial services and accounting. He is a Financial Planner and current member of the Financial Planning Association (FPA). He is passionate in delivering outcomes in his clients best interests. Chris is an Echuca local who helps his clients on their journey towards living their best life by utilising a variety of strategies.

QUALIFICATIONS

SPECIALISTIONS

Client Manager

Peter Mitchell is one of Echuca’s most experienced financial services consultants. Peter has previously worked for a variety of local accounting and financial planning firms and now supports the Rich River Wealth team as a well-respected Client Manager. Peter is very active in the community, supporting and volunteering at a number of organisations including Echuca Workers Club, Loco Shed Echuca and The Echuca Club.

Peter has too many qualifications to mention but was a qualified Accountant, Diploma of Financial Planning, Certified Financial Planner (CFP) via Financial Planning Association (FPA) and Diploma of Business Accounting to name a few.

Client Manager

John is a local to the Swan Hill area, originally starting out in the industry back in 1990 he has now notched up over 30 years of experience in Financial Planning. John decided to semi-retire from Financial Planning in October 2021 so he can spend more time helping his Son with his picture framing business along with a couple of other projects.

John’s qualifications include an Advanced Diploma Financial Services (Financial Planning) and he is a Fellow Chartered Financial Practitioner (FChFP) of the Association of Financial Advisers (AFA).

Client Manager

Gary is local to Bendigo, originally starting out in the industry back in 1986 he has now notched up over 37 years of experience in financial services. Gary decided to semi-retire from Financial Planning in October 2023.

Gary is a Fellow of the Financial Planning Association (FPA), and is currently the Chairman of the Bendigo Chapter of the FPA, a position he has held since 1996. Gary services on the National Regional Chapter Committee, representing all 8 Victorian Chapters and in 2021 he was rewarded with a Life Membership.

Gary is an active Rotarian, having served as President in 2006 and was awarded a Paul Harris Fellow by his Rotary peers. Due to some ongoing health issues, Gary merged his business with Rich River Wealth due to our similar ideals and values.

Financial Planning Administration

Amanda previously worked in legal as a conveyancing secretary before taking time off to raise her Daughter. She then moved into Financial Planning November 2017. Amanda is the friendly face who greets clients at our Swan Hill office and her focus is on assisting with reviews and processing.

Paraplanner

Vicki grew up on a farm and has a vast knowledge of the local Swan Hill area. She started working for Insight Financial Planning (now Rich River Wealth) back in 2008 and now has over 13 years of experience. Vicki has always had an interest in finance and this position allows her flexibility between her professional career and her family life.

Vicki has completed a Diploma of Financial Services [Financial Planning] along with Taxation and Estate Planning Modules from the Advanced Diploma.

Client Services Manager

Annabelle has found her ideal career and enjoys the challenges and achievements in her role as Client Services Officer.

Her main jobs include preparing and assisting with client reviews and helping Michael to implement his advice. Annabelle has over four years of industry experience and has completed the Diploma and Advanced Diploma of Financial Planning.

In 1969 John Collard (JC) started in the Financial Planning industry in Melbourne as an AMP agent and over the years has given advice to people working in industries such as Government, Aviation and various group schemes. John later spent 17 years working for National Mutual before joining Synchron in 1991. In 1994 John moved to the Echuca area where he established Rich River Insurances where he provided general insurance, life insurance and superannuation advice to people all over Victoria and New South Wales. In 2020, JC semi-retired and sold his long-standing and successful business to Michael Anderson who renamed it Rich River Wealth.

After being in the Financial Services industry for 19 years, Peter Mitchell started his own business called Mitch Money in 2012 under the Synchron dealer group, with a focus on helping families and younger people who weren’t receiving the type of advice and service they deserved. In 2020, Peter semi-retired and sold his highly respected business to Rich River Wealth.

John Daniel is local to the Swan Hill area, originally starting out as an AMP agent in 1989, he then moved into his own office with one staff member by 1995. John sold his general insurance business in 2001 to focus on Financial Planning, then in 2003 he moved to Charter Financial Planning and joined the LBA Group which was later purchased by Steadfast and change to ASPARQ. In March 2020, John began trading as ‘Insight Financial Planning’ in Swan Hill through licensee AVALONFS. In 2021, John decided he wanted to take a step back from Financial Planning so that he can spend more time on other projects. With aligned values, client care and culture between himself and Michael Anderson, he decided to partner with Rich River Wealth and now works part-time in Financial Planning.

Gary Jones is local to Bendigo and has worked in the financial services industry since 1986. Gary held management roles with Friends Provident and MLC, before establishing his own practices (Professional Investment Services Bendigo Pty Ltd and Platinum Wealth) to provide more personal service. Gary is a Fellow of the Financial Planning Association (FPA), and is currently the Chairman of the Bendigo Chapter of the FPA, a position he has held since 1996. Gary services on the National Regional Chapter Committee, representing all 8 Victorian Chapters and in 2021 he was rewarded with a Life Membership. Gary is an active Rotarian, having served as President in 2006 and was awarded a Paul Harris Fellow by his Rotary peers. Due to some ongoing health issues, Gary merged his business with Rich River Wealth due to our similar ideals and values.