At LifeCycle Financial Solutions, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
Since we opened in 1968, LifeCycle Financial Solutions has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.
We would like to introduce you to our team.
Richard Stone
Financial Adviser
Richard Stone
Financial Adviser
Richard has been actively involved in the financial services industry since 1989. Over the years, he has held senior management positions with some of the industry’s largest institutions prior to moving to the advice area of the business. Richard views his position as a financial adviser as somebody who assist people in growing their financial wealth as well as being in a position whereby he can help them protect what they have spent years building.
Richard’s philosophy is “Bring simplicity back to financial advice”.
Richard has completed studies in the Diploma of Financial Planning (Dip FP 1 – 8), Australian and New Zealand Insurance Institution and Finance (ANZIIF), and has completed the Fellow Chartered Financial Practitioner (FChFP) designation.
Richard Stone is an Authorised Representative (Authorised Representative Number: 244252) of RI Advice Group Pty Ltd ABN 23 001 774 125, AFSL 238429. Richard is a partner of BH Wheeler Pty Ltd ATF Rusty Family Trust and LifeCycle Financial Solutions Pty Ltd ATF Stone Family Trust trading as LifeCycle Financial Solutions (ABN 41 260 383 932) is a Corporate Authorised Representative of RI Advice Group Pty Ltd, ABN 23 001 774 125, AFSL 238429.
Advice I specialise in
- Retirement planning
- Financial planning
- Aged care
- Investment planning
- Superannuation
General advice I provide
- Small business advice
- Estate planning
Email: richard@lifecyclefinancialsolutions.com.au