Richard has been an employee at mbt since January 2008. He joined mbt as a paraplanner with 1.5 years experience working in the financial planning team at Count Financial Ltd.
Richard is an Authorised Representative of Count Financial Ltd, following his completion of a Bachelor of Commerce (Financial Planning). He intends to complete his Masters of Financial Planning in 2009/2010 and subsequently work towards his CFP.
Richard's tasks include the preparation of:
- Advice in regard to personal investments and share recommendations
- Advice in regard to personal investments and share recommendations
- Superannuation strategy advice
- Wealth Protection and Insurance advice
- Estate Planning