Bachelor of Commerce/ Arts
Certified Financial Planner®
Diploma of Financial Services (Financial Planning)
Richard has worked in the Financial Services industry since 2009 and assists in the delivery of technical advice, helping clients achieve what’s most important to them.
He holds a double degree Commerce and Arts with majors in Finance, Marketing, and History. He’s also a Certified Financial Planner® or CFP® Practitioner, holds a Diploma of Financial Services (Financial Planning), and is a member of the Financial Planning Association of Australia Limited.
Richard is authorised to provide advice on managed investments, superannuation, personal insurance and securities.
The following products can be offered by Richard: managed investments, superannuation, deposit taking facilities, margin lending facilities, personal insurance (e.g. life insurance), portfolio administration services, retirement savings accounts, securities, structured products, government debentures, stocks and bonds.
In the past Richard has been a follower of Scott Pape ‘The Barefoot Investor’, yet now follows other industry professionals like Alan Kohler and Peter Switzer.
On technological developments within the financial services industry, he knows the pros far outweigh the cons. He believes that the software available now makes it easier to provide clients with long term projections based on their overall financial situation. He also values how new software allows clients to keep track of their own situation more quickly and with more detail.
Able to provide access to the following Financial Services through First Financial:
Financial planning advice | Wealth accumulation advice | Superannuation advice, including Self Managed Superannuation Funds | Redundancy advice | Retirement advice | Gearing strategies | Cash flow advice | Social security benefits advice | Centrelink | Life and disability insurance advice | Estate planning services (financial planning)
Authorised to provide advice on the following services:
Managed investments | Superannuation | Personal insurance | Securities
Authorised to offer the following products:
Managed investments | Superannuation | Deposit taking facilities | Personal insurance (e.g. life insurance) | Portfolio administration services | Retirement savings accounts | Securities | Structured products | Government debentures, stocks and bonds
AFL Team: St Kilda "I just hope we can win a flag at some stage in my lifetime."