SENIOR FINANCIAL ADVISOR
SMSF SPECIALIST & PARTNER
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
With 20 years experience in financial services, Richard prides himself on tailoring strategic financial solutions that provide peace of mind for Ashfords’ clients.
Richard and his team offer specialist advice on matters relating to:
- Retirement Planning
- Superannuation & Self-Managed Superannuation Funds
- Wealth Creation & Investments
- Social Security
- Aged Care
- Estate Planning
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.
Contact Richard today.
(03) 9551 2822
Suite 5, 14 Garden Boulevard, Dingley VIC 3172