Richard brings 30 years of extensive experience in financial markets, advising both Australian institutional and private investors.
His stockbroking career began at Bell Potter as a Research Analyst covering industrial companies, followed by roles in institutional sales at Merrill Lynch and BNP Paribas. Prior to becoming an Investment Adviser, Richard worked as a Chartered Accountant at Ernst and Young and as a Financial Controller at Datamatic Limited. He joined Ord Minnett in 2009 as Head of Institutional Sales, collaborating closely with the research and corporate finance teams, servicing Australian Funds as well as corporate and high net worth clients.
More recently, Richard transitioned to wealth management, leveraging his decades of financial markets experience to help private clients generate and preserve their wealth through tailored investment advice.
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