Richard White BA, ADFS (FP)
Associate Adviser
“We have spent considerable time developing our philosophies around investment, insurance and debt. Each client is unique but the principles are universal”
Richard has an extremely varied background with positions in the mining, counselling and financial services industries.
Richard has been in the financial services industry since 1996 and was one of the original start up employees of Planning for Life when it was first established in 2004.
Richard is responsible for establishing and monitoring the Planning for Life advice practices for investment, risk and debt. This structured approach to advice means that our clients can be assured that we have an extremely in-depth understanding of the advice we provide and we can react quickly to changes in legislation, the market and the performance of various products and fund managers.
Richard holds a Bachelor of Arts and an Advanced Diploma of Financial Planning. He has also received the highly regarded Quality Advice accreditation from his licensee and is a member of the Financial Planning Association of Australia.