58 Klingner Rd, Redcliffe QLD 4020
(07) 3883 8999

Dion Richardson (MFinPlan AFA) | Senior Financial Planner

Dion Richardson has over 14 yrs experience in the financial services industry, the past 12 yrs as a fully qualified Senior Financial Planner.

Dion has completed a Masters of Financial Planning, as well as an array of further specialist studies including Direct Equities, Self-Managed Superannuation Funds, and Aged Care accreditation.


As an Authorised Representative of Executive Wealth Management Financial Services Pty Ltd, Dion is able to assist clients in the areas of:
  •   Tax-effective investment strategies (including direct shares)

  • Superannuation strategies (including SMSFs)
  • Retirement planning, Centrelink entitlements & aged care strategies
  • Salary packaging
  • Personal insurances (life, TPD, trauma, income protection, business expense)
  • Estate planning

Dion is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.

P: 07 3883 8999 | E: drichardson@accountplan.com.au

Dion Richardson is an Authorised Representative of Executive Wealth Management Financial Services Pty Ltd.
Accountplan Financial Planning Pty Ltd is a Corporate Authorised Representative of Executive Wealth Management Financial Services Pty Ltd | ABN 38 078 629 973 | AFSL No 245451
Part of the IOOF group