Summary

I’m Richard, a Private Wealth Adviser at Ord Minnett, based in Newcastle, NSW, servicing clients across the Greater Hunter region. With a strong background in wealth management and financial planning, I have developed extensive experience in delivering tailored strategies to help clients achieve their long-term financial goals. I regularly provide advice in the following areas: Superannuation and SMSF Estate Planning Intergenerational Wealth Transfer Financial Modelling, Budgeting, Cashflow & Forecasting Wealth Management and Investment Advice Insurance Retirement Planning I'm accredited as an SMSF Specialist Adviser (SSA), providing expert advice on establishing, managing, and winding up Self-Managed Super Funds. This accreditation enables me to deliver compliant, tailored SMSF strategies focused on investment structuring and succession planning. I'm also responsible for processing Deceased Estates for the Newcastle team, ensuring a smooth and efficient transition for beneficiaries during challenging times.