Rick has 17 years experience in the financial services sector. He has worked in banking, finance, private wealth management and foreign exchange roles in Australia, the UK and Ireland.
Rick meets ongoing education standards required by the Australian Securities and Investments Commission (ASIC) in relation to the financial services he provides.
Education and qualifications
- Ethics and Professionalism in Financial Advice (FASEA approved bridging course)
- SMSF Specialist Advisor™
- Graduate Diploma of Applied Finance and Investment
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Finance/Mortgage Broking Management)
- Diploma of Financial Advising
- Diploma of Business Management
- Industry experience since 1993
- Mortgage and Finance Association of Australia (MFAA)
- Association of Financial Advisers
- Financial Planning Association
- SMSF Association
- Tax Practitioners Board