Certified Financial Planner
“Rick has been a Financial Planner since 1987 and a Certified Financial Planner(CFP) since 1999.
Having lived in Canberra for the past 30 years , Rick has a comprehensive knowledge of both Public and Private Sector Superannuation funds.
He enjoys working closely with pre retirees to help them plan for and build a comfortable retirement.
Rick has had a extensive range of experience in other areas such as Risk Insurance, Investments Funds and Self Managed Super.
Outside of work Rick enjoys Golf and spending time with family and friends.
Client Service Manager
Melissa joined RC&A in August 2002 with a plethora of experience in Office and Customer Service Management.
As the rc&a Client Service Manager, Melissa is often the first point of contact clients will have with RC&A and will coordinate the client experience in a courteous and professional manner.
Melissa’s experience over the past 12 years within the financial planning business is a valuable resource for rc&a and it’s clients as she manages the connection between rc&a/clients/3rd party providers alike.
Melissa is passionate about providing great customer service and takes great pride in ensuring efficient and effective follow up.
So, whether you are approaching retirement, buying your first home, changing careers, exploring investments or moving from two incomes to one, we can help.
rc&a are not only experienced and qualified; we are also passionate about helping you achieve your financial goals. While we specialise in wealth creation strategies, we can assist you with a range of financial planning needs, catering to all stages of life.
By taking the time to get to know our clients and what’s important to them rc&a is able to recommend appropriate strategies that will put you on the path to your financial future.
You complete a detailed questionnaire, providing all the information relevant to preparing personalised advice.
Your planner meets with you for an in depth consultation in order to understand your current and future goals.
Your planner helps you identify achievable goals and timeframes.
Using the information you have provided your planner analyses your position and considers appropriate strategies.
Once the strategies are complete, your planner then presents you with a detailed written plan, and ensures you are comfortable with each component before proceeding.
Our client service team then implement the agreed plan, and guide you through the process every step of the way.
Your planner will meet regularly with you to help you review your finances and objectives throughout any changes in your lifestyle, ensuring you stay on track to achieve your goals.
Without the right advice you may not see the results you have been working so hard to achieve. By choosing to benefit from expert advice you are choosing to take control of your future and to make the most of all you have.