“Planning and risk management are key to successful outcomes.”
Richard is an FBA Accredited Adviser as well as being a chartered accountant.
A diverse background equips him to manage the varied needs of his large portfolio of private business clients, from valuations and sales, to taxation and superannuation planning.
He has significant exposure to capital markets, including purchase and acquisition, mergers, valuations, capital raisings, finance and sale of business.
Richard has been heavily involved in helping clients with succession planning, including exiting via the sale of their business, and is respected for being responsible, insightful and understanding in his approach.