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Richard Spilsbury

Virtuous Wealth

Silver
1 Yr Experience
New Lambton, NSW 2305

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Silver
  • Years of experience 1
  • Highest qualifications
    • Graduate Certificate in Applied Finance
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Virtuous Wealth

84 Victoria St
New Lambton, NSW 2305

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Gps Wealth Ltd

AFSL 254544