Richard Marshall

Director & Certified Financial Planner

Richard’s role involves…

As one of our directors, Richard plays a huge role in looking after clients. He has more than 30 years of experience in the financial services profession.

What do you love most about your job?

We have a great team here in the office but I enjoy helping people achieve their goals. I get a buzz when a client says “I’ve done it, I can finally retire”.

When Richard’s relaxing

Away from the office, you will usually find Richard playing golf or travelling.

Marshall Wooldridge
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