Let's have a conversation where you feel at ease, devoid of any financial jargon or overwhelming complexity.
- Certified Financial Planner (CFP)
- Bachelor of Business (Banking & Finance)
- Diploma of Financial Planning
Richard is an accomplished financial services expert with an impressive track record of over 25 years in the field. His extensive knowledge spans investment shares, managed funds, ETFs, and direct assets, making him exceptionally adept at tailoring advice for high-net-worth individuals and their family groups.
Richard serves as the go-to professional for optimising outcomes in various financial areas, including retirement planning, social security, aged care, wealth-building, gearing and margin lending, asset protection, and self-managed super funds. The remarkable aspect of his expertise lies in his ability to elucidate intricate financial concepts in a manner that even those unfamiliar with the subject can grasp.
Beyond his financial acumen, Richard enjoys tinkering with new gadgets during his leisure time. This hobby not only brings him joy but also reflects his approach to financial planning – visualising complex components coming together to form something simple and beautiful.