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Christine Richards

Financial Adviser

Naturaliste Finance and Insurance Solutions Pty Ltd (NFIS)
Rivervale, WA 6103

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About

Christine Richards is an ASIC-registered financial adviser dedicated to helping clients in Rivervale, WA, and beyond achieve their financial goals. With a Bachelor of Commerce from Deakin University (1997), a Graduate Diploma (ICAA) from Chartered Accountants Australia and New Zealand (2004), and a Graduate Certificate in Financial Planning from Finsia (2007), Christine possesses a strong foundation of knowledge and experience. Further specialized training in Margin Lending, Self Managed Superannuation Funds, and Ethics ensures she provides informed and ethical advice. As a member of Chartered Accountants Australia and New Zealand (CA) and the Financial Advice Association of Australia (FAAA), Christine adheres to the highest professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management strategies. Christine excels in guiding clients through complex financial decisions, ensuring they feel confident and secure in their financial future. She provides advice in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Christine Richards today for a consultation and personalized advice.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning strategies Superannuation optimisation Wealth accumulation Risk management and insurance Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000232706

Verify on ASIC Register

Authorised Representative Number

000314950

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Christine Richards offer?

Christine Richards provides comprehensive financial advice, including superannuation advice, retirement planning, wealth management, and insurance solutions. She can help you with everything from investment strategies to risk management.

What are Christine Richards' qualifications and experience?

Christine holds a Bachelor of Commerce, a Graduate Diploma (ICAA), and a Graduate Certificate in Financial Planning. She is a member of Chartered Accountants Australia and New Zealand (CA) and the Financial Advice Association of Australia (FAAA), with years of experience in the financial services industry.

How does the financial planning process work with Christine Richards?

The process begins with an initial consultation to understand your financial goals and current situation. Christine will then develop a personalized financial plan tailored to your needs. Regular reviews and adjustments will ensure your plan stays on track.

What should I expect during my first meeting with Christine Richards?

During your first meeting, you can expect a thorough discussion about your financial goals, current financial situation, and risk tolerance. Christine will explain her approach and how she can help you achieve your objectives. It's an opportunity for you to ask questions and get to know her.

How can Christine Richards help me with my superannuation?

Christine can provide expert advice on all aspects of superannuation, including fund selection, contribution strategies, and retirement planning. She can help you maximize your superannuation benefits and ensure you're on track for a comfortable retirement.

Get in Touch

Contact Christine directly for personalised advice.

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