Grace Wealth Management is a people-focussed financial planning practice. We put our clients’ goals and interests first. We value the relationships we have with our clients.
We are based in the major transport ‘Hub of Sydney’ Parramatta where we can serve our clients in the Western, the North-West and the North Shore suburbs.
We wish all who come in contact with Grace Wealth Management, a pleasant and prosperous future.
About the Planner
Richard has been working in the Banking and Finance industry for over 20 years. He has a Bachelor of Economics Degree from the University of Sydney, with a double major in Accounting and Economics.
Richard has been a member of the Australian Society of Practicing Accountants since 1997 and he holds a Public Practice Licence with the CPAs. Richard is a full member and Accredited Mortgage Consultant (AMC) with the Mortgage & Finance Association of Australia. Richard is also a Justice of the Peace since in 1998.
Having gained experience from working for Colonial, MLC and AMP Financial Planning, Richard has extensive experience in helping clients meeting their goals and needs. He is committed to take clients on a financial journey and add value to make their dreams come true.