Richard Batt

CFP®, GAICD
Private Wealth Adviser

Background

A financial adviser with over 20 years of experience, Richard joined Ord Minnett in 2021. He has a genuine passion for investing in direct equities and specialises in delivering tailored investment and financial planning advice to a diverse range of clients.

Richard focuses on helping clients identify their personal and financial goals, working closely with them to develop long-term strategies for wealth accumulation that are aligned with their unique circumstances and objectives.

Beyond his professional work, Richard is deeply engaged in his local community. He currently serves as a Board Member of Heli-Rescue Tasmania Limited and is a Past Commodore of the Royal Yacht Club of Tasmania (RYCT). He has also chaired the Regional Advisory Committee representing yacht clubs across Tasmania.

In addition, Richard is a member of the Bellerive Yacht Club (BYC) and Cricket Tasmania. He also serves on the Advisory Board of St John’s School in Richmond and is a Past President of The Friends’ School Old Scholars Association.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Bachelor of Commerce, University of Tasmania

Certifications

  • Certified Financial Planner (CFP), Financial Planning Association of Australia
  • Company Directors course, Graduate of the Australian Institute of Company Directors (GAICD)
  • Master of the Stockbrokers and Investment Advisers Association of Australia (MSIAA)

Areas of Advice

  • Asset allocation
  • Investment strategies
  • Life risk insurance
  • Redundancy / early retirement
  • Retirement planning
  • Superannuation & SMSF

Office

Hobart
Ground Floor, 85 Macquarie St Hobart TAS 7000
(03) 6161 9300
hobart@ords.com.au

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