“Innovation is the key to creating wealth. I am constantly searching for the best possible result for my client.”
As Accru Melbourne’s youngest partner, Richard brings a dynamic and enthusiastic approach to client engagements. His thirst for knowledge helps get results for clients in an ever changing market.
Richard started with Accru Melbourne in 2001 as an industry based learning student. Whilst completing his degree, he joined the Wealth Management division where his passion for financial planning began. After just seven years, in 2008, Richard was promoted to Partner.
Richard leads the Wealth Management team, working primarily with individuals and small businesses, advising on wealth management, superannuation and investments. He has an outstanding knowledge of financial markets as well as associated tax and estate planning issues.
In recognition of his excellent work ethic and client service, Richard received the CPAAI ‘John Westmacott Award’ in 2009.
Richard is also investment advisor to an APRA superannuation fund.
Professional qualifications and memberships
- Bachelor of Business
- Advanced Diploma of Business and Marketing
- Foundation Diploma of Financial Planning
- Advanced Diploma of Financial Services
- Graduate Diploma in Applied Finance and Investment