Richard Felice

Belay Advisory

Gold
13 Yrs Experience
Sydney, NSW 2000

After more than a decade in the industry Richard has built a reputation based on trust, high level technical knowledge and mutual understanding, with his advice always delivered in plain English.  He is both a Director of countplus one and Head of the Financial Planning Division. In these roles Richard helps his clients navigate through the abundance of generic information available to them, keeping them aligned with a personalised strategy that suits their particular needs and goals.

Richard’s clients know that they can rely on both the practical and technical aspects of the advice he gives.  The many longstanding relationships he has built with clients over the years are testament to his skills as a trusted adviser.

“I believe that it is important to understand what we’re trying to achieve and always keep the end goal in mind.  Clients are bombarded with information from all areas, most of which is generic and not suited to their specific needs.  A key element of the work I do is to help my clients sort through the options, discarding those that are not relevant or helpful and only considering those that may be suitable for the goals they are working towards.”

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Belay Advisory

Suite 13, 333 George St
Sydney, NSW 2000

Licensed by

Belay Advisory

AFSL 522238