Meet our Team

Talk to our professional team about what you want to achieve

Nathan Welling

Nathan Welling

Senior Financial Adviser / Proprietor
Grad Dip Fin Planning; FPA
Andrew Taveira

Andrew Taveira

Senior Financial Adviser
Grad Dip Fin Planning; FPA
Anna Welling

Anna Welling

Office Manager
Bachelor of Commerce and Law (majoring in Accounting) Diploma of Financial Planning
Tracey Darlington

Tracey Darlington

Client Services Manager

What Our Clients Say

Nathan has worked with me patiently and professionally for 8 years since my retirement. With his knowledge, financial expertise and clear understanding of my specific needs, he has caringly and carefully guided me through different risk levels of investment. All independent, urgent financial needs have always been attended to promptly with respect to my life demands, ensuring that I am comfortable with my decisions. I trust Nathan's expertise at RI Advice Maroochydore.
Margaret W
As a busy family with two young children, reviewing our personal insurances and superannuation was the job we never got to on our “to do list.” We met Nathan through our daughter’s kindergarten and asked if he could help us out. Nathan met with us, explained how he could assist and walked us through every step of the process. Nathan’s personalised approach and understanding meant we got the best advice for our circumstances and could tick that job off the list. Reviewing our insurances not only saved us money on what we had previously, but also gave us the comfort that we had the right level of protection should anything unforeseen happen. In respect of our superannuation, it was great to set financial goals and ensure our superannuation was working for us to achieve what we would like for the future. Knowing we have considered our finances to protect ourselves and our girls - that peace of mind is invaluable! We have recommended friends and family contact Nathan to see if he can help them the way he helped us.
Karen R
I first met Andrew 8 years ago when I was in need of help and advice with my finances, as I was nearing retirement. Andrew was so professional, friendly, and spoke in terms I could understand. He really knew his stuff. I will definitely continue with Andrew as my advisor going forward.
Lillian W
In the six years Andrew has been advising me on how to reach my retirement fund goals, he has been efficient, approachable, well informed, and keen to help me to understand the Superannuation scene. He is prompt to answer any queries and always returns my calls or responds to emails.
Brian S
Patience is one of Andrew’s strong points. He is earnest and trustworthy and has excellent communication skills. A sound knowledge and many years’ experience of the industry enable Andrew to clearly explain concepts around Superannuation and retirement planning. I am confident that Andrew is looking after my best interests first and foremost. His passion for his chosen career is evidenced by his continuing studies. He has a proactive approach when sudden changes occur in the finance world and can provide reassurance to his clients as needed.
Marie G
The process of claiming on your income protection insurance can be stressful as it generally comes at a time when you have other health issues on your mind. Luckily for me I organised my insurance through Andrew when he was at his previous employer, and when I called him at RI Advice Maroochydore to ask if he could assist me with the claims process - he immediately set my mind at ease. Despite no obligation or benefit to him, Andrew patiently and calmly talk me through everything I needed to do, he reviewed my information and put me directly in contact with an officer who would handle my claim. With other issues on my mind I will always be grateful Andrew (despite no benefit to him) took the time to help me so as the claim could be processed quickly and efficiently. Now having had my claim approved, I am so grateful to Andrew for helping me select the right insurer and cover for my situation and taking the time to assist me with my claim. I recommend Andrew as an adviser who is approachable, cares about his clients and assists them now and in the future as needed.
Cindy S

Our Community

RI Advice Maroochydore prides itself on being a dedicated local team, offering quality service with a personal touch.

RI Advice Maroochydore is an active, committed member of the Sunshine Coast community and we work with other local businesses to offer clients a network of professional advisers to meet their financial needs.

We look to give back to our community by working with local charities through donations and event sponsorship.

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