Richard started with Centrewest Financial Services in July 2013.
Richard has been a part of the financial planning industry since 1990 and has seen many changes in that time. He started his career as a manager with AMP before, in 2001, becoming the founding principle of Choice Planning Solutions. Choice Planning Solutions was a company that focused on providing corporate superannuation services to a range of businesses across Australia. Having grown his own company from scratch to reach in excess of $45 million in assets under advice in less than 3 years, Richard was brought on board with Willis Australia to start up their Employee Benefits program for WA and SA. Having successfully achieved this, Richard then joined Asteron as a Business Development Manager and held that position for 3 years. During his time at Asteron, Richard continued to gain an extensive working knowledge of the financial planning industry.
Richard has combined this invaluable experience with an ongoing educational program. He is an Affiliate of the Australian Insurance Institute (AAI) and has completed the Diploma of Financial Planning (Dip FP) and Diploma of Management (Dip Mgt) – both through Deakin University. Richard is also a member of the Association of Financial Planners.
Claire was with DBT as the Financial Assistant since April 2005. Prior to that, Claire was the office manager with Zurich Financial Services. In total, Claire has over 28 years’ experience in the financial services industry across all parts of the industry.
Claire joined Centrewest Financial Services in July 2013 and is our Office Manager. Claire has significant experience and is an invaluable member of the Centrewest Financial Services team.