Lifestyle Financial Services Pty Ltd (ABN 85 065 161 391) is a Corporate Authorised Representative of Fortnum Private Wealth Limited, ABN 54 139 889 535, AFSL 357306 (“Fortnum”).
Richard has worked in financial services since 2010, including as a licensed Financial Adviser since 2015.
Richard will partner with you to determine your objectives, discuss options and concepts with you in plain language, and then develop and present your tailored financial plan. Richard will review your financial plan regularly with you as required.
Richard focuses on providing his clients ongoing education, long-term financial wellbeing, and the peace of mind that their money is working for them.
Over his career, Richard has provided goals-based financial advice to clients at various stages of life with varying needs, levels of wealth and objectives.
Outside of work, Richard spends his time with his young family and enjoys an outdoor lifestyle around his home on the Central Coast. Richard enjoys sport and is an avid Liverpool FC fan. Richard enjoys coaching his twin boys’ soccer team with the aim of them playing for Liverpool one day!
- Certified Financial Planner CFP®
- Advanced Diploma in Financial Planning
- Bachelor of Financial Services
- FASEA Qualified
- FAAA member