Hi, I'm Richard, a Private Wealth Adviser at Ord Minnett. I’m based in Newcastle, NSW and service clients in the Greater Hunter area.
I regularly provide advice in the following areas:
Superannuation and SMSF
Estate Planning
Inter-Generational Wealth Transfer
Financial Modelling / Budgeting / Cashflow / Forecasting
Wealth Management and Advice
Investments
Insurance
Retirement Planning.
I’m also responsible for processing Deceased Estates for the Newcastle Team. Please feel free to reach out to me if you are in need of professional financial advice.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Silver
- Years of experience 1
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Highest qualifications
- Graduate Certificate in Applied Finance
- Graduate Diploma of Financial Planning
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Language spoken
- English
Virtuous Wealth
84 Victoria StNew Lambton, NSW 2305
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Gps Wealth Ltd
AFSL 254544