Richard Shermon

Reserve Financial Consulting

4.75
1 Review
Gold
26 Yrs Experience
Beaumaris, VIC 3193

Recent reviews

Reserve Financial Consulting

85 Reserve Rd
Beaumaris, VIC 3193

Opening hours

  • 8:00am – 5:00pm Monday – Thursday
  • 9:00am – 12:00pm Saturday

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 1
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Bachelor of Arts
  • Language spoken
    • English

Expertise

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

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.75
1 Review
5
4
3
2
1
4.50
Clear communication
4.50
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"I appreciate Richard's down to earth approach, getting help with my financials has given me peace of mind."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
Monarch Institute
Completed
2021

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2009

Bachelor of Arts

Level
7 - Bachelor Degree
Institution
University of Oxford
Completed
1993

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Actuaries Institute

Membership type
Member
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