Call Us: 03 9551 2822

SENIOR FINANCIAL ADVISOR SMSF SPECIALIST & PARTNER

Richard Vaughan

With 20 years experience in financial services, Richard prides himself on tailoring strategic financial solutions that provide peace of mind for Ashfords’ clients.

Education / Roles

Advanced Diploma of Financial Planning

Accredited SMSF Specialist (SMSF Association)

Registered Tax Practitioner (Financial Planning)

Member of Alpha Group of Independent Advisors

Member of Financial Planning Association of Australia

Member of SMSF Association of Australia

Experiences:

Richard and his team offer specialist advice on matters relating to:

Retirement Planning

Superannuation & Self-Managed Superannuation Funds

Insurance

Wealth Creation & Investments

Social Security

Aged Care

Estate Planning

Taxation


Richard works with his clients to understand their priorities as well as the worries that keep them up at night. 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.

Richard is a diehard Richmond Football Club supporter and is also actively involved in junior sport. Richard acts as coach for both Lysterfield Junior Football Club and Rowville Basketball Club where his daughter Jess & son Thomas both play. Such involvement extends to club administration, too, with Richard acting as Club Secretary.

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Richard Vaughan

  (03) 9551 2822

  Level 3, 148 Logis Blvd, Dandenong South 3175

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