Richard Dennis
Financial Adviser
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About
Richard Dennis is an ASIC-registered financial adviser based in West Leederville, WA, dedicated to helping clients achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (2001), a Diploma of Management from Deakin University (2007), and a Graduate Diploma of Financial Planning from Kaplan Professional (2021), Richard possesses a comprehensive understanding of the financial landscape. He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. Richard is authorized to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require assistance with insurance, Richard can provide tailored financial advice to suit your individual needs. Contact Richard today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Richard Dennis offer?
Richard Dennis provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Richard Dennis's qualifications?
Richard holds a Diploma of Financial Planning from the Financial Planning Association of Australia (2001), a Diploma of Management from Deakin University (2007), and a Graduate Diploma of Financial Planning from Kaplan Professional (2021).
What is the process of working with Richard Dennis?
The process typically starts with an initial consultation to understand your financial goals and current situation. Richard will then develop a tailored financial plan to help you achieve your objectives. Regular reviews will be conducted to ensure your plan remains aligned with your needs.
How can wealth management advice from Richard Dennis help me?
Richard can help you develop strategies to grow and protect your wealth through diversified investment portfolios, tax-efficient strategies, and proactive management of your assets.
What should I expect during my first meeting with Richard Dennis?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Richard will explain his services and how he can help you achieve your objectives.
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