Richard Vaughan

Ashfords Wealth Advisors Pty Ltd

5.00
14 Reviews
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