Richard Stewart - Senior Financial Planner

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"I am a good listener, who understands and genuinely cares about improving and protecting my clients' wealth and lifestyle"

 

Unique Qualities

Experience and knowledge gained from more than 40 years service in the financial services industry gives Richard's clients comfort and assurance in knowing they are dealing with a professional who has credibility.  This gives them the confidence they need to place their trust in him.

 Richard joined Sydney Financial Services in 2009 after having worked for AXA in a variety of roles for over 40 years.  Richard brings a wealth of experience and knowledge to his current role, and is a well known personality within the financial planning world.  His focus is entirely on improving his clients’ situations, and uses any number of strategies to make this happen.  He has built up solid relationships with all his clients, including a number of businesses, for whom he manages their employer superannuation schemes...

Specialist Skills

• Transition to retirement strategies
• Tax minimisation and wealth creation strategies
• Debt and cash flow management strategies
• Risk management strategies
• Retirement planning advice

Professional Qualifications

• Diploma in Financial Services (Financial Planning)

Membership and Associations

• Authorised Representative of AXA Financial Planning
• Member of the Credit Ombudsman Service

Career and Industry Highlights

Richard has a plethora of clients who trust him to regularly update them on industry and legislative changes, and the impact these changes have on their personal situations and future plans.

Personal Interests

Richard enjoys spending time with his family and growing number of grandchildren.  He has also been involved with Australian rowing for many years and loves to hit the golf course whenever he gets an opportunity.  He has a passion for people and travel.

 

 

Richard Stewart is an authorised representative of AXA Financial Planning Limited, ABN 21 005 799 977, AFS Licence No. 234663, member of the AMP Group.
This document provides general information only. Before making any financial  or investment  decisions,  we recommend  you consult  a financial planner to take into account your particular investment
objectives, financial situation  and individual needs. AXA Financial Planning and its Authors or omissions of information supplied in this document.

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