Our Team

Meet the RGA Team

We work together to provide the comprehensive capabilities and deep-industry knowledge necessary to help you solve the most complex financial issues. Through the utilisation of our in-house expertise and a combination of external professionals, we continue to deliver solutions to our clients in a timely and efficient manner.

John Robertson
John Robertson
Managing Director & Personal Finance Director (Authorised Rep No. 274929)
As Managing Director, John brings a wealth of experience to our private clients. He has spent over three decades working with the best of the best; from Godfrey Weston (now Godfrey Pembroke) to ANZ to Morgan Stanley Smith Barney. John’s passion to succeed and learn is demonstrated by his extensive experience within a broad range of capital markets such as equities research and management, banking, finance, insurance, superannuation, accounting and property development.
Beth Casey
Beth Casey
Financial Planner (Authorised Rep No. 341471)
Beth is a Financial Adviser with over a decade's worth of experience in the Financial Services Industry dealing with a range of clients. Commencing with RGA in 2009, Beth continues to provide high quality advice to clients to ensure their personal and financial objectives are met. Beth has completed an Advanced Diploma of Financial Planning, in addition to a Bachelors in Education & Applied Science (Mathematics).
Alvin Wong
Alvin Wong
Financial Planner (Authorised Rep No. 316313)
Alvin has worked in Financial Services for the last decade and joined Robertson Group in 2010 as a Financial Advisor.  He enjoys getting to know his clients on a personal level and helping them to achieve their life goals. Alvin holds a Bachelor of Commerce and a Bachelor of Engineering from the University of Queensland, an Advanced Diploma in Financial Planning and a Self-Managed Superannuation Fund accreditation.
Jaklyn Stephan
Jaklyn Stephan
Manager of Business Operations
Jaklyn joined the RGA Team in 2012 as an Adviser Assistant. Gaining years of industry experience has stimulated her desire to become a Financial Planner herself. Now acting the Manager of Business Operations, Jaklyn is completing her Diploma of Financial Planning and hopes to go on to complete the Advanced Diploma. She strives to achieve the best results for clients while increasing her knowledge within the Finance Services industry.
Sally Berthelsen
Sally Berthelsen
Superannuation Administrator
With over 7 years experience as a Chartered Accountant and Superannuation Administrator, Sally aims to help Clients navigate the complexities of Tax and Superannuation so they feel comfortable in their understanding, and confident that their Personal and/or SMSF accounts are compliant.
Wanda Mcallister
Wanda Mcallister
Administration Officer
Wanda joined the RGA Team in 2017 as a Administration Officer.  She has worked in a variety of administrative positions during her career, including all levels of Government and Law. As the first point of call for any administrative requirements, Wanda looks forward to providing ongoing excellent customer service to our clients.
Marah Perkins
Marah Perkins
Administration Assistant
Having joined the RGA Team in early 2016, Marah is currently studying to obtain a bachelor of Property Economics. As the first point of call for any administrative requirements, she hopes to expand her knowledge of the Financial and Property sectors by assisting client services.