Over the past 13 years I have gained a wealth of knowledge and experience in helping clients with their financial planning needs.
I am a Certified Financial Planner; having also completed the Graduate Diploma of Financial Planning from FINSIA and a Bachelor of Commerce from Deakin University.
I am passionate about helping my clients and listening to what is important to them. I seek to understand what my clients want to achieve, and then translate their opportunities, goals and concerns into a personalised plan that meets their needs.
Once I have gained a full understanding of my clients and have consulted our team of experts, where needed, I identify potential solutions to help build an ongoing advice plan. I have access to a full range of financial solutions that help my clients reach their short, medium and long-term goals.
Through my business Laurium Private Wealth, I work with you as your partner in tying your financial resources to your life needs. I also work as part of a team in a collegiate approach with other professionals such as your accountant, lawyer, banker and insurance broker.
Only this way are you, the client, at the centre of the relationship where we all work for you towards achieving your goals.
Paraplanner – Richard Simpson – Logical Paraplanning
Richard is the owner of Logical Paraplanning, a specialist paraplanning service that is employed by Laurium Private Wealth to provide paraplanning support for Laurium’s clients. Richard has more than 5 years’ experience as a paraplanner, having worked for an AMP aligned financial planning practise before going out on his own in September 2014. Richard and John have been working as a team since July 2015.
Richard lives in inner city Melbourne and is originally from Tasmania, and is a keen motorcyclist, adventure seeker and also a keen videographer.