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Dion Richardson

Lionheart Financial Advice

Gold
16 Yrs Experience
Sandgate, QLD 4017

Dion Richardson - Director of Lionheart Financial Advice - has been a Brisbane based, fully qualified Financial Planner since 2008, having spent time advising clients in the retail and investment banking space, as well as the boutique wealth advisory and accountancy arena, prior to moving to self-employment, licensed by Beryllium Advisers.

Dion has completed the Masters of Financial Planning, as well as an array of further specialist studies including further qualification in Direct Equities, Self-Managed Superannuation Funds and Aged Care advice strategies. He is a designated Tax Financial Adviser, an Advice Practitioner member of the Financial Advice Association Australia (FAAA) and is certified with the Financial Adviser Standards and Ethics Authority (FASEA).

Dion has a recognised ability to explain concepts and strategies in a way that is understandable to his audience; communicating in an open and clear manner with people from all walks of life. He is passionate about helping people improve their financial position, but specifically, giving clarity and peace of mind for his clients around how best to fund retirement.

On a personal level Dion is proudly married with kids and derives great joy from seeing their young lives develop and flourish. He himself has a constant thirst for knowledge and improvement. He enjoys getting his hands dirty – he is an occasional home handy-man and will try his hand at most tasks around the house.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Lionheart Financial Advice

8 Fourth Ave
Sandgate, QLD 4017
54 Jephson St
Toowong, QLD 4066

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Beryllium Advisers Pty Ltd

AFSL 528250