JP, Adv. Dip FinPlan, AAFA
ASIC Identification number 236534
Rick has been associated with Financial Planning and Insurance advice since finishing a term of service with the Royal Australian Army in 1978. He is an member of the Association of Financial Advisers (Australia) as well as a member the Self-Managed Super Fund Association (Australia).
In 1978 Rick was appointed as a Life Insurance Agent with the Prudential Life Assurance Company of Australia and in 1983 he started training as a Financial Planner. Whilst Rick has developed his skills and knowledge as a Financial Planner over many years, he has also committed himself to community and is a Life Member of the Rockingham and Kwinana Chamber of Commerce, a Justice of the Peace and was awarded the Premier’s Senior Australia Day Active Citizen Award in 2009. Rick is an avid sailor with international experience and the Sydney to Hobart (2013) under his belt. He also enjoys motorcycling and is a founding member of the Harley Owners Group of WA. Rick and his wife Pam have two adult daughters and three grandchildren. Rick believes it is his duty to help his clients protect their personal financial security and that of the people they feel responsible for, via the provision of appropriate insurance and wealth accumulation advice.
ABN 54 139 889 535 AFSL 357306