Richard Petrusma
Financial Adviser
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About
Richard Petrusma is an ASIC-registered financial adviser based in Osborne Park, WA, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Richard holds a Diploma of Financial Planning from the Financial Planning Association of Australia Limited (2007), an ASX Listed Products Accreditation Course (LPAC) from Alpha Structured Investments Pty Ltd (2010), and a Self Managed Superannuation Funds certification from Kaplan Professional (2018). As a member of the Financial Advice Association of Australia (FAAA), Richard adheres to the highest ethical and professional standards. Richard is authorized to provide advice on a wide range of financial products, ensuring that clients receive well-rounded support for their financial needs. He specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning, helping individuals and families secure their financial futures. He is also able to assist with investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. • Superannuation Advice • Insurance Solutions • Wealth Management • Retirement Planning • Investment Advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Richard is here to help. Contact Richard today to schedule a consultation and take the first step towards a more secure financial future.
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Frequently Asked Questions
What services does Richard Petrusma offer?
Richard Petrusma provides comprehensive financial advice, including superannuation advice, insurance, wealth management, and retirement planning. He can help you create a tailored strategy to achieve your financial goals.
What qualifications does Richard Petrusma have?
Richard Petrusma holds a Diploma of Financial Planning from the Financial Planning Association of Australia Limited, an ASX Listed Products Accreditation Course (LPAC) from Alpha Structured Investments Pty Ltd, and a Self Managed Superannuation Funds certification from Kaplan Professional.
How does Richard Petrusma approach financial planning?
Richard Petrusma takes a client-centered approach, focusing on understanding your individual needs and goals. He then develops a personalized financial plan to help you achieve those goals.
What can I expect during a consultation with Richard Petrusma?
During a consultation with Richard, you can expect a thorough discussion of your financial situation, goals, and concerns. He will explain his advice process and answer any questions you may have.
Can Richard Petrusma help me with my superannuation?
Yes, Richard Petrusma specializes in superannuation advice and can help you make informed decisions about your superannuation to maximize your retirement savings.
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