Richard brings over 30 years of experience in the finance and wealth management industry, with a proven track record of delivering tailored investment advice since 2004. He has held senior advisory roles at leading global firms including PricewaterhouseCoopers, UBS, and Morgan Stanley, where he developed deep expertise in managing complex client portfolios.
At Ord Minnett, Richard specialises in advising high net worth individuals, philanthropic funds, and other charitable organisations. He provides strategic guidance across the full spectrum of investment solutions, with a focus on long-term wealth creation and preservation.
Richard’s expertise includes portfolio construction, asset allocation, and the development of tailored investment portfolios across all asset classes. He is known for his client-first approach and strong passion for helping clients achieve their financial goals.
.jpg)