The Authorised Representatives of Rubicon Financial Services are:

• Mr. Raymond Costello B.Econ,. DipFP, MACE.
• Mr. Greig Pereira BA DFS Grad. Dip App Fin.
• Mr. Thomas Davie CFP, Dip .Eng., TTTC.
• Mr. David Welsh F.A.S.I.A., DFS.

Analytical and technical support is provided by Mr. Boris Pogos B. Eng. MBA. DFP

 About our Advisers

Raymond Costello

Raymond holds a Bachelor of Economics Degree, a Diploma of Financial Planning and is member of the Australian College of Educators. Raymond is authorised to advice on direct equities, managed funds, self managed super funds and personal portfolios. He has been an Authorised Representative of Rubicon Financial Services for ten years and today is its Managing Director.

Greig Pereira

Greig holds a Bachelor of Arts, a Diploma of Financial Services and a Diploma of Applied Finance. Greig is an Authorised Representative with five year’s experience providing portfolio management services for clients. Greig provides advice on direct equities; self managed super funds and personal portfolios. Greig also advises on risk management and insurance.

Thomas Davie

Thomas is a founding Director of Rubicon Financial Service Limited. Tom is a Certified Financial Planner and holds a Diploma of Engineering. Tom’s experience in financial planning is extensive Tom uses investment platforms to access a wide range of direct investments and managed funds. Tom also specialises in risk management and insurance.

David Welsh

David is a new adviser to Rubicon Financial Services who has recently added to his finance qualifications by being awarded the Diploma of Financial Services. David is an experienced investor with strengths in investment analysis and portfolio construction and is experienced in dealing with clients. David provides advice on direct equities; self managed super funds and personal portfolios.