BiographyAn adviser since 1998, Richard gained his qualification as a CERTIFIED FINANCIAL PLANNER® professional in 2004 and has helped many individuals achieve their financial goals.
Richard’s depth of experience has allowed him to demonstrate to his clients that good advice is crucial in achieving financial success.
“It is this belief that is the cornerstone of everything I do. Through my experience and technical expertise, I can determine the best solution to help my clients meet their objectives. Understanding the advice is also important and many clients see my role as a financial educator”.
His dedication to the needs of his clients has rewarded Richard with many industry awards culminating with achieving a Financial Planning’s National Champion Award on two occasions while being an influential partner in a prominent Adelaide business.
Richard joined Findex to provide qualified financial planning advice to our existing and new clients of the business. Richard’s professionalism and respect of his peers has made him a valuable contributor to our team of advisers. In 2016, this culminated in Richard being awarded the Managing Partner role in the business and more recently in 2019, the role of Senior Partner.
With a successful career and sporting background, he now puts family, fishing, travel and golf among his passions in life and strives to assist his clients achieve their personal and professional goals too.
“To genuinely make a difference in people’s lives is my goal”.