Richard Brown
Financial Adviser
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About
Richard Brown is an ASIC-registered financial adviser dedicated to providing tailored financial solutions to clients in Ascot Vale and throughout Victoria. With a Bachelor of Business from RMIT (1988) and as a Certified Practising Accountant (CPA) since 1994, Richard brings a wealth of knowledge and experience to his practice. His qualifications also include specialist training in Margin Lending, Self-Managed Superannuation Funds (SMSF), ASX Listed Products, and Accredited Aged Care, ensuring he is well-equipped to address a broad spectrum of financial needs. Richard is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities. This allows him to create holistic financial plans designed to help you achieve your goals. Richard's key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require advice on aged care, Richard can provide expert guidance and support. Contact Richard today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Richard Brown offer?
Richard Brown provides advice on a wide range of financial areas, including superannuation, retirement planning, wealth management, insurance, and investment strategies.
What are Richard Brown's qualifications and experience?
Richard holds a Bachelor of Business, is a Certified Practising Accountant (CPA), and has specialist training in areas such as Margin Lending, SMSFs, ASX Listed Products, and Aged Care.
How does Richard Brown approach financial planning?
Richard takes a personalized approach to financial planning, focusing on understanding your individual needs and goals to develop tailored strategies that help you achieve financial security.
What should I expect during my first meeting with Richard Brown?
During your first meeting, Richard will discuss your current financial situation, future goals, and risk tolerance. This information will help him develop a preliminary understanding of your needs and how he can assist you.
Does Richard Brown provide advice on Self-Managed Superannuation Funds (SMSFs)?
Yes, Richard has specialist training in Self-Managed Superannuation Funds and can provide advice on all aspects of SMSF management.
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