"I consider your needs as a whole and aim to provide appropriate advice."
Richard is a Senior Adviser who operates out of the Morgans office in Brisbane. Richard has been with Morgans since 1999. Richard's main focus is to manage his client's wealth over the longer term to help them achieve their financial goals while ensuring they receive superior customer service and stay informed with regular communication.
Services and specialities
- Options
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Richard has advised his clients through various stock market conditions. Experience gained from providing advice to investors with different objectives and goals helps Richard assist a wide range of clients varying from first time investors to the highly experienced. Richard's main focus for client's is large ASX listed companies, listed property and fixed interest investments, however identifying opportunities in smaller companies to add value is a part of Richard's service offering that he is passionate about.
Industry Education & Experience
Qualifications
- Diploma of Financial Advising , Securities Institute Australia, 2002
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.