"I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan"
Richard has a diverse background within the financial services industry spanning equities trading, analysis, business banking and financial planning. This experience provides him with the skills to help you achieve both your financial and lifestyle goals. His positive, honest and friendly demeanour ensures people from all walks of life feel at ease
Services and specialities
- Financial Planning
- Fixed Interest and Cash Management
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
Investment Style
Richard adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile
Industry Education & Experience
Qualifications
- Bachelor of Business, QUT, 2007
- Diploma of Financial Planning, Kaplan Professional Education, 2013
- Master of Applied Finance, Kaplan Higher Education, 2012
Approved Competencies
- Generic
- Managed Investments
- Securities
- Margin Lending
- Financial Planning
- Superannuation
- Life Insurance
I am an employee and Partner (shareholder) of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. I am remunerated as your adviser by way of salary and I am eligible to participate in a bonus scheme depending upon performance. As a shareholder I may be entitled to a share of profits.