About Us

Company Overview

Established in June 2008, Choice Corporate is based in Shepparton, Victoria. We take pride in offering a long-term, holistic service to our clients, providing expert advice and reliable service to assist you achieve your financial goals.

Together with a team of professional staff, directors Darren Green and Jamie Cox are committed to delivering affordable wealth management solutions to every client.

Our strategic partnership with RI Advice Shepparton, developed in late 2009, ensures we can offer clients additional financial services, including full financial planning, income protection, life insurance and superannuation.

This partnership allows our team to provide a much broader range of financial services from one trusted location.

 

Staff Profiles

Name Darren Green
Bio

I commenced working in the accounting industry in 2000 and started my business Tax Choice in 2003. Having also started Start 2 Finish Finance in 2005 this created a one stop shop for people looking for financial support.

To complete the jigsaw in 2009 I became co-Proprietor of the Shepparton RI Advice office. My desire to assist people with all things financial made creating a shop for all things financial an easy fit.

I love working with clients, which can range from helping them out of sticky situations, help taking their business to the next level or simply helping them through the maze of tax law.

With my qualifications and experience I can assist clients whenever help is needed.

Role Director
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Qualifications Bachelor Commerce, FNTAA, Cert IV in Financial Services (Mortgage Brokering)

Name Jamie Cox
Bio

I commenced working in the financial services industry in 2008, when I joined Darren in the current business today.

Originally from an IT and Distribution background, I successfully owned and grew this business before it was sold to a Publicly listed company. This gave me incredible insight into large corporate businesses, business planning, logistics and cash flow for what is a highly competitive, fast paced business.

Having operated businesses with Darren before, we believed that a complete and affordable wealth management business didn't yet exist in regional Victoria.  We set out in offering Accounting and Finance solutions for our client base and grew this to include the RI Shepparton Business in 2009, to offer a compete range of wealth management services.

My desire to assist and work with people is what drives me to ensure our clients achieve their goals and dreams.  Working on complex cases and making it easy for my clients to achieve what is really important is a highlight in business.

Role Director
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Qualifications Cert IV in Financial Services (Mortgage Brokering), AMC

Name Sandy Miller
Bio

I commenced working in the financial services industry in 1987 and have been with RI Advice since 1994. I am a co-Proprietor of the Shepparton office.

My desire to assist people with their finances prompted the move into financial planning. I was an owner/manager of a financial planning and insurance business prior to joining RI Advice. I have a Diploma of Financial Planning from Deakin University. I also hold the internationally recognised Certified Financial Planner™ or CFP® qualification from the Financial Planning Association of Australia (FPA).

With these qualifications and experience, I am well qualified to help clients to achieve their financial goals.

Role Senior Financial Adviser
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Qualifications CFP, Dip FP

Name Darlene Formica
Bio

My work career expands over 30 years. I started in the Accounts Department at the local hospital. After getting married, I began working within the Department of Social Security (Centrelink) where I worked for 10 years, while also starting my family of 4 beautiful children.

Since then, I have established my own retail outlet, worked as a Branch Manager for Beaumont Tiles and back in an office environment at a local Insurance Broker.

I am now very happy working in my current role as Office & Administration Manager with Choice Corporate, where I intend to further my skills by completing my Diploma of Business Administration in the near future.

Role Office & Administration Manager

Name Lauren Dwyer
Bio

After completing my VCE in 2009, I joined the team at Choice in February 2010 as a trainee receptionist.

I completed my Certificate 3 in Business Administration in February 2011, and am now currently completing Certificate 4 in Financial Services.

I look after the daily administrative tasks as well as general front-desk duties. I hope to further my career in the finance sector with additional training and experience.

Role Receptionist

Quick Contact

telephone 1300 123 829 or
(03) 5821 5667
Office Address 630 Wyndham Street
Shepparton, Victoria 3630
Postal Address PO Box 39
Shepparton, Victoria 3632
Contact Form Click here to book an appointment.
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