As a Senior Financial Advisor & Partner, I’m valued as a collaborator and great listener. I enjoy understanding client’s financial planning needs at a deeper level, finding out their goals and their story. Having a clear picture helps my team and I develop practical and effective plans that make a difference in people’s lives.
After joining Aston Ryan Malcolm in 2008 I quickly became the ‘go-to’ person for clients, largely due to my ability with financial complexities and strength in building relationships.
My corporate background with the big banks is a major asset to the firm, as I have a broad understanding of the marketplace and options for our clients. I’m also an enthusiastic public speaker and enjoy sharing the knowledge I’ve gained over 20+ years’ experience in the financial services space.
After a successful merger in 2016, Ashfords is in a very positive position for sustainable growth. Our dynamic team of professionals with a wealth of experience, are embracing change and innovation in the financial services space and take a nimble, innovative approach.
Andrew Brown and I have created an excellent wealth advisory team with a great culture. It’s a team that is committed to quality client service and delivering results and sustainable growth. We provide relevant and manageable solutions and access to the best financial tools for our client’s needs.
I respect and value the great relationships I have with my clients, and they rely on me to analyse their situation carefully, find the answers they need and do my utmost to deliver peace of mind. My goal is to make a difference in the financial lives of as many people as I can.
I warmly welcome the opportunity to meet you in person or connect on LinkedIn to chat about how my insights could make a difference and improve your financial future.
Richard became my financial advisor in 2019 after a friend recommended him. I was looking for a new advisor to manage my superannuation after my previous advisor was deregistered. I have found him to be very approachable and highly knowledgeable in areas to invest my super to meet my financial and retirement goals. His explanations are clear and he replies to emails promptly. I am extremely happy with the service he has given me and would not hesitate in recommending him highly.
Richard has been very instructive and knowledgeable with assisting both my husband and I in the areas of Self Managed Super Funds, Cash Flow Management, Sole trader (ABN) establishment, concessions and pension entitlements. We feel extremely confident that the advise we receive from Richard is sound and correct for our circumstances. He is also very ably supported by very good work collegues, who are also extremly helpful. I would have no hesitation in recommending Richard to my family and friends.
Richard came highly recommended when we were seeking a new adviser who would actively assist us to manage our Superannuation for the future and also assist with a complex financial situation as a result of poor advice from a previous adviser. Twelve months in and we couldn't be happier! Richard has been proactive in establishing a new plan to meet our needs and has worked tirelessly to gain restitution for poor previous advice. We cannot speak more highly of his work ethics, skills and knowledge. He always responds promptly to communication , monitors our financial situation proactively and contacts us regularly should the needs arise. He makes us feel like we are his only clients!
I have been a client of Richards for just over 10 years and have worked through numerous areas including Tax advice, Investment strategy, Wealth management and in particular my Self manged Super Fund. I have found Richard to be very approachable and available. Our investment strategies have involved regular reviews and planning to ensure we are on the right path. I would have no hesitation in recommending Richards experience and work ethic and have done so on numerous occasions.
Richard is always available to give his advice and re-assurance for our investments. Readily available with advice on new products that he feels will assist us with our superannuation and never putting us in a risk situation as this is our main source of income. Richard always explains in 'laymen' terms which is very re assuring to us. Richard has been our adviser for 10+ years and we would not hesitate to highly recommend him.
- Adviser status Gold
- Number of reviews 14
- First year providing advice 2011
- Years of experience 11
- SMSF Special Advisor
- Advanced Diploma of Financial Planning
Ashfords Wealth Advisors Pty LtdUnit 301, 148 Logis Blvd
Dandenong South, VIC 3175
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
Ashfords Wealth Advisors Pty Ltd