Senior Financial Adviser, Cranbourne

With 20+ years experience advising, accounting & management, Richard can develop, implement & manage transformational strategies, providing clients the security & peace of mind that comes from being prepared for the future.

Richard is passionate about the positive difference that trusted and credible advice can make to clients’ lives, by working with them on an ongoing basis. He has significant experience assisting a broad range of clients including those with Self Managed Superannuation Funds and complex structures, and has extensive experience specialising in providing retiree and pre-retiree planning. Richard holds an Advanced Diploma in Financial Planning, is an accredited SMSF Specialist with the SMSF Association of Australia, and is a member of the Financial Advisers Association of Australia.

Richard works with his clients to understand their priorities, as well as their financial concerns. Helping clients reduce their anxiety about money is Richard’s number one priority, and he does so by simplifying and decluttering their financial circumstances, then working closely with them to help achieve their goals.

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