Richard Moore

Senior Financial Planner

CFP®, Dip FP
 
With over 45 years’ experience as a financial adviser, Richard finds satisfaction in helping his clients to organise and optimise their financial position to ensure they have confidence in their future.

 

: richard@wealthmp.com.au

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Richard dedicates his spare time to his local community with roles within the Lifestreams Christian Church Leadership Team, the Como Rotary Club and as a life member of the Curtin University Hockey Club.  Weekends are divided between stints on the hockey field, volunteering, continuing his Faith Journey, enjoying time with his granddaughter and on the odd occasion, there’s time to drop a line in.

Richard’s commitment to his professional life has seen him graduate from the Stanford University Graduate School of Business and completing a Diploma of Financial Planning, a Diploma of Financial Services and several other financial planning courses.  Registered with the Tax Practitioners Board, being a member of the Financial Planning Association and a Certified Financial Planner since 1995, Richard ensures he’s always offering ethical advice that is only ever in the best interest of his clients.

Qualifications/Memberships/Accreditations:
  • Member of the Financial Planning Association
  • Holds the Diploma of Financial Planning and Diploma of Financial Services (Finance / Mortgage Broking Management)
  • A Certified Financial Planner since 1995
  • Registered as Tax (Financial) Adviser with the Tax Practitioners Board (TPB)
  • Registered under National Consumer Credit Protection Act
  • Graduate of the Stanford University Graduate School of Business
  • GESB products and strategy expert

Leaders that listen.

At WMP we get the balance right between leading and listening. We bring a sound structure to the client experience, but you will find when you meet with any of our advisers, there is a desire to understand your world as well as we can before we advise. Understanding your journey/vision is everything.

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Wealth Management Partners is an FPA Professional Practice (1)

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