Summary
Richard is the principal and advisor at Agile Wealth. We are based in Buderim and serve the Sunshine Coast, Brisbane, Wide Bay & Gladstone regions. Richard's industry experience spans over 30 years, holding senior positions at some of the world’s largest financial services companies including investment banking at Credit Suisse and Morgan Stanley and project consulting with Macquarie Bank, CBA and SMSF administrator Superconcepts. Richard has had a front row seat to everything the industry has to offer.
The advice provided by Agile Wealth is based on more than Richard’s decades of experience. It’s also backed by the highest educational standards. As a professional financial advisor, Richard holds a Masters in Financial Planning from Griffith University with academic awards and a Bachelor of Science from the Open University in the UK and is an accredited SMSF Specialist Advisor. Richard has been a finalist in innovation awards within the financial advice industry.
As a professional financial advisor since 2017, Richard founded Agile Wealth to provide unbiased advice. We help our clients find the perfect balance between today’s goals and tomorrow’s needs. As a member of the Financial Advice Association of Australia and the SMSF Association, Richard can design a plan for every stage of your life and help you with your SMSF needs and all other areas of financial advice.
Get in touch with Richard Elmes