Richard Vaughan

Ashfords Wealth Advisors Pty Ltd

Gold
11 Yrs Experience
Dingley Village, VIC 3172
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

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 14
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • SMSF Special Advisor
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Ashfords Wealth Advisors Pty Ltd

Suite 5, 14 Garden Boulevard
Dingley Village, VIC 3172

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Ashfords Wealth Advisors Pty Ltd

AFSL 226184

5.00
14 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—10 of 14

Sort by

5.00

"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."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Superannuation
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Richard has managed our financial affairs in a very professional, knowledgeable and reliable manner over many years. He has also dealt with our roller coaster of emotions along the journey. Richard has been committed to understand our situation to ensure we have a clear understanding on how to reach our financial goals. Richard is always on hand to share his expert advice. His reassuring calm approach gives us piece of mind."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been with ARM/Ashfords around 25 years and Richard has been our Financial adviser since transferring my Super to them around 2010. He made a determined effort to fully understand our risk profile and needs, and this knowledge has taken the worry out of this confusing system and its reporting requirements. I have recommended Richard to many people and would do so again based on his knowledge, professionalism and personality."

  • Superannuation
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As above. The advice and recommendations Richard has given us has stood us in good stead over the years. He is very approachable and easy too communicate with, we respect his advice and no pressure attitude and look forward to our on going relationship with him for many years to come, and would recommend him too design and manage a portfolio for anyone who would be interested in his services."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of this firm for over 25 years and have worked closely with Richard Vaughan since 2008. I am in awe of the depth of his knowledge of financial markets – both local and overseas. He is always well informed and willing to share his knowledge. In particular, the support and advice he provided in the lead up to, and since, my retirement at the end of last year, has been invaluable. He is a good listener and understands me better than most which has been critical to providing appropriate advice. Whilst I know Richard manages many client portfolios, his always prompt response to my queries makes me feel like I am his only client. I have no hesitation in giving Richard my highest recommendation."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Richards for many years. He has managed our super funds and helped with our retirement plans. Richard has always been very prompt and reliable to respond to any of our financial needs. He provides information and update in a clear and concise fashion that is easily understood. Richard has proven to be a very professional advisor who has shown a great degree of concern for our wealth fare."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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