Richard has over 35 years' experience in the Financial Services Industry and specialises in compensation planning, superannuation, retirement planning and tax-effective wealth creation strategies.
Regarded as an industry expert and with articles published in the Australian Financial Review, Accountant and Money Management magazines, Richard provides personalised advice tailored to his client’s individual needs and believes that sound advice and planning are key to improving an individuals or family’s financial position for the future.
Richard is a specialist in compensation cases, with strengths in developing and implementing strategies for maximising compensation payouts, as well as ongoing management of the funds.
His focus is to guide his clients successfully through the maze of financial issues and priorities and help them to both understand and achieve their personal outcomes.
Richard is passionate about helping people achieve financial success and alleviate financial burden. He also participates in the Cancer Council Pro Bono Program to assist cancer patients and carers gain access to financial planning services.