Richard Blomfield
Financial Adviser
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About
Richard Blomfield is an ASIC-registered financial adviser dedicated to helping individuals and families in Port Macquarie and across Australia achieve their financial goals. With a strong academic foundation that includes a Bachelor of Business from QUT (2007) and a Master of Applied Finance from Kaplan (2012), Richard combines theoretical knowledge with practical expertise. Furthering his commitment to excellence, Richard also holds a Diploma from Kaplan (2014) and has completed Ethics and Professionalism in Financial Advice and Economic and Legal Context for Financial Planning courses at Kaplan Professional (2024). Richard is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, and government debt securities. This broad authorisation allows him to create tailored financial strategies that meet your unique needs. Key services include: • Superannuation advice and retirement planning • Wealth management and investment strategies • Life and general insurance solutions Whether you're planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Richard is here to guide you. Contact Richard today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Richard Blomfield offer?
Richard Blomfield provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, and government debt securities. He can help you with retirement planning, investment strategies, and protecting your assets.
What are Richard Blomfield's qualifications?
Richard holds a Bachelor of Business from QUT, a Master of Applied Finance from Kaplan, and a Diploma from Kaplan. He has also completed Ethics and Professionalism in Financial Advice and Economic and Legal Context for Financial Planning courses at Kaplan Professional.
How does Richard Blomfield work with clients?
Richard works closely with clients to understand their financial goals and needs. He then develops a tailored financial strategy to help them achieve their objectives. This includes regular reviews and adjustments as needed.
What can I expect from an initial consultation with Richard Blomfield?
During your first consultation, Richard will discuss your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you and outline the next steps in the financial planning process.
Why should I choose Richard Blomfield as my financial advisor?
Richard is an ASIC-registered financial advisor with extensive qualifications and a commitment to providing personalised and effective financial advice. His goal is to help you achieve your financial goals and secure your future.
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