Everyone wants something different out of life, and accordingly, no two plans are the same. Our financial planners aim to get to know you, so they can guide you to where you want to be.
Richard is based in Sydney and has more than 16 years of experience in the Financial Services industry. Before joining the Commonwealth Superannuation Corporation, Richard worked with State Super Financial Services in Sydney, providing advice on CSC defined benefit schemes since 2009. Previously, Richard had worked at a boutique private practice and then a major bank.
Richard brings a solid understanding of retirement planning, strong technical knowledge and a clear focus on client service. He has the ability to translate complicated strategies and industry jargon into simple easy to understand information for CSC clients.
Richard has completed a Master of Business degree in Personal Financial Planning, and an Advanced Diploma in Financial Services, amongst other tertiary qualifications. He is also an accredited Life Risk Specialist and a Certified Financial Planner member of the Financial Planning Association of Australia.
just so you know
* Our authorised financial planners are authorised to provide advice by Guideway Financial Services (ABN 46 156 498 538, AFSL 420367). Guideway is a licensed financial services business providing CSC financial planners with support to provide members with specialist advice, education and strategies.
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