Richard Bejah
Financial Adviser
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About
Richard Bejah is an ASIC-registered financial adviser based in Kings Meadows, TAS, committed to providing tailored financial solutions to help clients achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2002, Richard has a solid foundation of knowledge and experience in the financial services industry. Richard is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. This comprehensive authorization allows Richard to offer holistic advice tailored to each client's unique circumstances and aspirations. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. Richard's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Richard is dedicated to building long-term relationships with his clients, providing ongoing support and guidance to help them navigate the complexities of the financial landscape. Contact Richard today to discuss your financial needs and discover how he can help you achieve your financial dreams.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Richard Bejah offer?
Richard Bejah provides advice on superannuation, insurance, wealth management, retirement planning, and a range of investment products including securities and derivatives.
What qualifications does Richard Bejah have?
Richard holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA), obtained in 2002.
How does Richard Bejah tailor his advice to my specific needs?
Richard takes a personalized approach, carefully assessing your individual circumstances, financial goals, and risk tolerance to develop a tailored financial plan that suits your unique needs.
What can I expect during my first consultation with Richard?
During your initial consultation, Richard will discuss your financial situation, goals, and any concerns you may have. He will then outline how he can help you achieve your objectives and provide a clear explanation of his services and fees.
How can Richard help me with my retirement planning?
Richard can assist you in developing a comprehensive retirement plan that considers your desired lifestyle, income needs, and investment strategies to ensure a comfortable and secure retirement.
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