Rick has been working as a Financial Planner for over 20 years but, boasts more than 30 years’ experience in the financial services industry. He received his Diploma of Financial Services (Financial Planning) from Kaplan Professional in 2005, and worked as a Financial Planner for the Commonwealth Bank for over 10 years.
Rick’s areas of expertise include retirement planning, aged care, Centrelink strategies, superannuation, account based pensions, annuities, managed funds, personal risk insurance, and income protection.
One of Rick’s greatest strength is the rapport and relationship he builds and maintains with his clients. He loves helping people, families and businesses create sound, comprehensive strategies that enhance and secure their future.