With a passion for personal finance and investing that began in 2011, Richard brings over a decade of self-driven financial insight to his role as a financial adviser.
Richard has become a Private Wealth Adviser after making a bold and rewarding career decision to transition from a professional geologist. This has allowed him to combine analytical rigor with a deep commitment to helping others achieve financial clarity and confidence.
Richard’s unique background allows him to approach financial planning with both precision and perspective. He thrives on strategy, problem-solving, and guiding clients toward a secure financial future - one marked by confidence, dignity, and peace of mind in retirement.
Richard successfully completed his financial advice studies across 2023-24 before becoming a qualified Private Wealth Adviser in 2025, solidifying his commitment to professional excellence and ethical practice in the Australian financial services industry.
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