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Richard Bowyer

Financial Adviser

Dunsford Financial Planning
Beaumaris, VIC 3193

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About

Richard Bowyer is an ASIC-registered financial adviser dedicated to helping individuals and families in Beaumaris and beyond achieve their financial goals. With a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education, along with his Life Risk Specialist designation from the Financial Planning Association of Australia, Richard possesses a strong foundation of knowledge and expertise. Richard is authorized to provide advice on a comprehensive range of financial products, ensuring tailored strategies for your unique circumstances. He can assist you with superannuation advice, insurance solutions, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies Richard is committed to providing clear, straightforward advice, empowering you to make informed decisions about your financial future. Whether you're just starting out or looking to optimize your existing financial plan, Richard can provide the guidance you need. Ready to take control of your financial future? Contact Richard today for a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Insurance solutions Investment strategies

Client Types

Personal Investors

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000243313

Verify on ASIC Register

Authorised Representative Number

000318371

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Richard Bowyer offer?

Richard Bowyer specialises in superannuation advice, insurance, and retirement planning, as well as advice on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Richard Bowyer have?

Richard Bowyer holds a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education, and also has a LRS Life Risk Specialist designation.

How does Richard Bowyer approach financial planning?

Richard focuses on providing clear, straightforward advice tailored to each client's unique circumstances and goals, empowering them to make informed financial decisions.

What can I expect during my first meeting with Richard Bowyer?

During your initial consultation, Richard will take the time to understand your financial situation, goals, and concerns. He will then outline a plan to achieve your objectives.

Does Richard Bowyer work with self-managed super funds (SMSFs)?

Richard provides advice on superannuation, which can be relevant to SMSF members, although he does not specifically mention SMSF advice as a core offering.

Get in Touch

Contact Richard directly for personalised advice.

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