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Richard Blomfield
BBus MAppFin DFP
Portfolio Analyst and Financial Planner
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
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
Services and Specialties
Portfolio Administration
Wealth Management
Financial Planning
Self-Managed Super Funds
Stockbroking
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Master of Applied Finance
Diploma of Financial Planning
Bachelor of Business
Associations
No items found.
Competencies
Generic
Margin Lending
Securities
Superannuation
Life Insurance
Financial Planning
Managed Investments
I am a partner of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. As a shareholder of Mid Coast Money Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Mid Coast Money Management Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
