I am the Principal of The BKO Group Pty Ltd. BKO is one of the largest practices in the Hillross network. Our business focusses on building long term advice relationships with our clients, that deliver high quality and sophisticated advice to investors that value making informed decisions. We regularly research the market and form views that result in changes to our client porfolios, but each change is individually recommended and presented to clients. We provide a regular review service to all our clients, to ensure that investments and insurance come out of the bottom draw at least once a year. We have attracted clients as small as $100,000 in size up to clients with more than $10m in assets. Each gets a service that they value. We rarely lose a client, because we work so hard to act in our clients interest. We are a Fee-For-Service firm, with the only exception being in the field of Insurance. We invite you to meet with us at try BKO out. We like that we are not like other firms in the industry, and we are confident that you will feel the same after we meet.
Excellent Financial Adviser! Very knowledgeable in many areas and supported by Hillross Financial Services Ltd wealth management, providing top tier financial services. Richard genuinely listens to you and any concerns that you might have and helps to incorporate this into your tailored financial plan and investment strategy, which is clearly detailed and totally transparent. Not inexpensive but good advice never is right! Highly recommend Richard and his team.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2000
- Years of experience 22
- Bachelor of Business (Banking and Finance)
Green AssociatesLevel 4, 303 Coronation Dr
Milton, QLD 4064
- 9:00am – 5:00pm Monday – Friday, Sunday
Charter Financial Planning