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 (ASIC Financial Advisor number 341018) is an Authorised Representative of RI Advice Group Pty Ltd (ABN 23 001 774 125; AFSL 238429). Accountplan Financial Planning Pty Ltd (ABN 48 609 100 978) is a Corporate Authorised Representative of RI Advice Group Pty Ltd (ABN 23 001 774 125; AFSL 238429)