Financial Adviser (FA)
03 470 0491 (DDI)
0800 727 2265
- Retirement Planning
- Wealth Management
- Financial Planning
- Wealth Management Adviser
- Financial Planner
Qualifications & Memberships
Bachelor of Commerce in Accounting
- Institute of Financial Professionals New Zealand (INFINZ)
Richard has over 20 years’ experience in the financial services industry and graduated as a Certified Financial Planner in 2006.
His background also includes ownership in a financial advisory firm and sharebroking. He is passionate about making a real difference in clients’ lives through provision of quality tailored advice to help each client achieve their long-term financial goals.
Richard is also the Chairperson of the Methodist Mission Southern, a provider of social services throughout Otago and Southland.
A disclosure statement is available on request and free of charge.