- Located in our Dunedin office servicing clients throughout the Central Otago region including Alexandra, Ranfurly, Clyde, Cromwell, Queenstown and Wanaka, Richard specialises in helping his clients to grow and protect their wealth by developing personalised financial plans to meet their needs.
- He has over 16 years’ experience in the Financial Services industry including in share broking, accounting and banking as well as an investment specialist.
- Richard holds a Bachelor of Commence and is a Certified Financial Planner and is also a member of the Institute of Financial Advisers and Institute of Directors.
- Outside of work Richard is a member of the Investment Advisory Board on behalf of the Methodist Church of NZ. He is married and the proud dad to two kids. As well as spending time with his family he also spends his spare time running, at the gym or listening to podcast’s.
Richard is an Authorised Financial Adviser, regulated by the Financial Markets Authority.