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Long-term member of the Australian Financial Planning Association, Richard has been helping his clients achieve their goals for over 15 years. Richard has been a vocal advocate for the professional evolution of the financial planning industry for many years, and was an early adopter of the ethical, values-based advice movement in Australia. A highly respected and approachable leader in the eyes of peers and colleagues, Richard’s greatest asset is his ability to understand the individual needs of his clients and to work with them in trusted partnership towards the delivery of genuine outcomes that make a positive difference in their lives.

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Organisation

  • Owen Partners

Company number

Services offered

Certified products

Approved products

Why choose a RIAA financial adviser?

RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.

By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.