Richard Saunders
Financial Adviser
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About
Richard Saunders is an ASIC-registered financial adviser based in Busselton, WA, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong foundation in financial markets, Richard holds a partial Diploma of Financial Markets from The Securities Institute of Australia (2001), a Margin Lending accreditation from the Stockbrokers Association of Australia (2010), and Core 1: Securities and Managed Investments Accreditation Program from the Stockbrokers Association (2016). He successfully completed the FASEA Relevant Provider Exam in 2021, demonstrating his commitment to upholding the highest standards of professional competence and ethical conduct. Richard is authorized to provide advice on a range of financial products, including wealth management, securities, and government debt securities. He works closely with clients to develop tailored strategies that align with their individual circumstances and aspirations. • Wealth Management Strategies • Investment Advice (Securities & Government Debt) • Portfolio Construction & Management • Retirement Planning • Financial Goal Setting Ready to take control of your financial future? Contact Richard Saunders today to schedule a consultation and discover how he can help you achieve your financial objectives.
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Licence & Registration Details
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Frequently Asked Questions
What services does Richard Saunders offer?
Richard Saunders provides advice on wealth management, securities, and government debt securities. His services encompass portfolio construction and management, retirement planning, and financial goal setting.
What qualifications does Richard Saunders have?
Richard Saunders holds a partial Diploma of Financial Markets, a Margin Lending accreditation, Core 1 accreditation, and has passed the FASEA Relevant Provider Exam.
What can I expect during a consultation with Richard Saunders?
During a consultation, Richard will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a personalized strategy tailored to your needs and provide ongoing support to help you achieve your objectives.
How can Richard Saunders help me with my investments?
Richard can provide expert advice on securities and government debt securities, helping you to build a diversified portfolio that aligns with your investment goals and risk profile.
Is Richard Saunders a registered financial advisor?
Yes, Richard Saunders is an ASIC-registered financial advisor, committed to providing professional and ethical financial advice.
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