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Peter Richards

Peter has 25 years of financial planning experience including 12 years as a partner at BDO chartered accounting firm. He has been a lecturer at Kaplan since 1995 and is a task force member for the Masters of Applied Finance – Financial Planning subjects in relation to Retirement Planning. He also reviews how new and pending legislation will affect the financial planning profession as a member of the FPA Policy and Regulations Committee.

Over the last 15 years, Peter has built up a reputation as one of Australia’s leading expert witnesses in relation to financial planning and investment matters. He has accordingly prepared in excess of 160 expert opinions. In addition to this, he has assisted in matters in relation to Storm Financial, CBA, Trio Capital, Macquarie Bank and NAB.

Peter spends most of his time with his wife and 6 year old twins, and has a particular passion for travel, food and the wonderful game of golf.

Qualifications/Memberships

  • Self Managed Superannuation Funds (Kaplan Professional)
  • SMSF Specialist Advisor
  • SMSF Association Member

Areas of expertise

Asset Protection and Business Structures

Estate Planning

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Investment and Portfolio Construction

Experience

Over 25 years financial planning
 
 


Peter Richards is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.

Contact details

Peter Richards

02 9248 8035

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Level 5, Challis House, 4 Martin Place, Sydney NSW 2000

02 9248 8035

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