Richard Addison
Financial Adviser
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About
Richard Addison is an ASIC-registered financial adviser dedicated to helping individuals and families in Hawthorn East, VIC, achieve their financial goals. With a strong foundation in business and finance, Richard holds an Advanced Diploma of Business Marketing from RMIT University (2000), a Bachelor of Business from Swinburne University (2002), an Advanced Diploma of Financial Services from the Financial Planning Association of Australia (2005), and a Graduate Diploma of Applied Finance and Investment from FINSIA (2008). His commitment to professional excellence is further demonstrated through his membership with Chartered Accountants Australia and New Zealand (CA ANZ). Richard is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive tailored solutions to meet their specific needs. These products include superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Richard’s key services include: • Superannuation advice, helping you maximize your retirement savings. • Insurance solutions to protect you and your family from unforeseen events. • Wealth management strategies to grow and preserve your assets. • Retirement planning to ensure a comfortable and secure future. • Investment advice, tailored to your risk tolerance and financial objectives. Ready to take control of your financial future? Contact Richard Addison today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Richard Addison provide?
Richard Addison provides advice on superannuation, insurance, wealth management, retirement planning, and investments. He can help you create a comprehensive financial plan tailored to your individual needs.
What are Richard Addison's qualifications and experience?
Richard Addison holds an Advanced Diploma of Business Marketing, a Bachelor of Business, an Advanced Diploma of Financial Services, and a Graduate Diploma of Applied Finance and Investment. He is also a member of Chartered Accountants Australia and New Zealand (CA ANZ), demonstrating his commitment to professional standards.
How does Richard Addison approach financial planning?
Richard takes a personalized approach, starting with a thorough understanding of your financial situation, goals, and risk tolerance. He then develops a tailored financial plan and works with you to implement and monitor it over time.
What can I expect during my first meeting with Richard Addison?
During your initial consultation, Richard will discuss your financial goals, current situation, and any concerns you may have. This meeting is an opportunity for you to get to know Richard and determine if he is the right financial adviser for you.
Why is it important to seek advice from an ASIC-registered financial advisor?
Seeking advice from an ASIC-registered financial advisor like Richard Addison ensures that you are working with a qualified professional who is bound by ethical and legal obligations to act in your best interests. ASIC registration provides you with added protection and peace of mind.
Get in Touch
Contact Richard directly for personalised advice.
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