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Tara Richards

Australian Retirement Trust

Silver
11 Yrs Experience
Brisbane, QLD 4000

I feel fortunate to be able to interact with clients, build trust and listen to their life stories, while learning about what is important to them.

My advice is unique to each of my clients. Every client has different sets of financial priorities and goals. This requires advice which is always personalised and tailored to the individual’s needs.

With this approach, I am always learning and always challenged by what a new day will bring.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

At a glance

  • Adviser status Silver
  • First year providing advice 2015
  • Years of experience 11
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Australian Retirement Trust

Level 28, 266 George St
Brisbane, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Art Financial Advice Pty Ltd

AFSL 227867