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 local community services projects through Rotary.

Vince Peluso
Vince Peluso - Partner
Financial Planner

Vince joined RGM in 2001 and leads RGM’s financial planning team. He has a Diploma in Financial Planning and is authorised to provide advice on a broad range of managed investments, shares, life insurance, superannuation, aged care and retirement planning.

Vince is an Associate of the Financial Planning Association of Australia and has a wealth of experience in the financial services industry having held many senior management positions with Westpac Banking Corporation over a 28 year career.

Vince is a passionate Geelong Cats supporter and is an avid gardener.

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.

Our Offices

Traralgon

T 03 5120 1400 / F 03 5176 1786

7 Seymour Street, Traralgon VIC 3844

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

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