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

Level 13, 333 George St
Sydney, NSW 2000

Licensed by

Belay Advisory

AFSL 522238

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"We have worked with Richard for 12 years. From business succession, investments, property development, superannuation and more. Richard is always there with clear, understandable advice."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Richards for 8 years and find him very easy to deal with and can contact him at any time. I live in Adelaide now and he continues to service my needs with superannuation. I am a widow so it is important to have someone like Richard in my life to safeguard my investments and to have someone to discuss what strategies to undertake in the investment world. He makes iot very easy for me."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The professional advice that I receive from Richard is not only expert and clear but its delivered with such a level of care that leaves you absolutely certain that the management of your money is as important to him as it is to you. I have absolute confidence in Richard and trust him implicitly. I just would not go anywhere else."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2008

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2012

ASX Listed Products Accreditation (LPAC)

Level
0 - Training / Exam / Other
Institution
LPAC Online
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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