Richard Leal
Financial Adviser
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About
Richard Leal is an ASIC-registered financial adviser based in Fortitude Valley, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Richard holds a Bachelor of Commerce in Financial Planning and Investments from Griffith University (2007), demonstrating a strong foundation in financial principles. He further enhanced his expertise with certifications in Margin Lending and Self Managed Superannuation Funds from Monarch Institute in 2015. Richard is committed to ongoing professional development, completing FPC002B Ethics and Professionalism in Financial Advice with Kaplan Higher Education Pty Limited in 2025. Richard is authorized to provide advice on a range of financial products, including superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. This allows him to create holistic financial strategies that address diverse client needs. Key services offered include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies • Risk management Ready to take control of your financial future? Contact Richard Leal today for a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Richard Leal offer?
Richard Leal provides advice on superannuation, insurance, retirement planning, investment life insurance, life risk insurance, retirement savings accounts, and government debt securities.
What qualifications does Richard Leal hold?
Richard Leal holds a Bachelor of Commerce in Financial Planning and Investments from Griffith University, as well as certifications in Margin Lending and Self Managed Superannuation Funds from Monarch Institute.
What is the process for becoming a client of Richard Leal?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, Richard will develop a tailored financial plan to help you achieve your objectives. Subsequent meetings will involve implementing the plan and ongoing monitoring of your progress.
What can I expect from a consultation with Richard Leal?
You can expect a professional and confidential discussion about your financial situation, goals, and concerns. Richard will take the time to understand your needs and provide clear, unbiased advice to help you make informed decisions.
Does Richard Leal specialise in self-managed super funds (SMSFs)?
Yes, Richard Leal has a certification in Self Managed Superannuation Funds and can provide advice related to SMSFs.
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