CERTIFIED FINANCIAL PLANNER®
Authorised Representative Number 237762
Certified Financial Planner
Diploma of Financial Planning
T: 03 9820 2322
F: 03 9820 2158
Level 2, 409 St Kilda Road Melbourne VIC 3004
Membership of professional bodies
Richard has been an Authorised Representative of the firm since 1998 and has been actively involved as a authorised representative within the financial planning industry since 1993 and involved in the Financial Services since 1987.
Richard works with the philosophy of providing excellent services and working towards a long term, mutually rewarding relationship with Clients. Richard’s principle focus is to utilise his extensive experience to ensure appropriate strategies are developed based on your personal circumstances and objectives, to integrate all
legislative and economic considerations to assist you achieve your desired outcomes.
Prior to joining the financial planning profession, Richard had over 20 years experience in commercial accounting with private and Public companies. Richard has also completed 3 years of a Business Studies Diploma in Accounting and Economics at Swinburne Institute of Technology in 1969 through to 1971.