Financial Planner Inner West Richard Oldcorn

Of the 43,000 Australians authorised to give Financial Advice, less than 6,000 are Certified Financial  Planners and Richard Oldcorn is one these highly experienced and qualified CFP’s.

From 2003-2007 Richard was placed in the top 50  Financial Planners in Smart Investor’s annual “Master Class”. Only 3 financial planners in the country have achieved this.  Richard has also worked as a freelance Paraplanner, providing specialised financial planning services to other Financial Planners.

Additionally he writes and licences his own Financial Optimisation Modelling Software, Fintegral, uniquely developing plans that optimise client’s wealth.

Financial Planning is a very individual profession as every person, regardless of their income, has different goals, living expenses, assets, liabilities etc.

To be a successful Financial Planner one must have the ability to communicate at all levels and professionally assess each client individually.

Apart from Richard’s many academic and professional qualifications his main strength is in communicating with his valued clients and helping them demystify the money-go-round. He is an expert in all aspects of Financial Planning, from Superannuation to redundancy payouts to income protection strategies.

Richard can also advise you on:-

Allocated Pensions
Transition to Retirement Allocated Pensions (TRAPs)
Annuities
CentreLink Benefits, (particularly Age Pensions)
Corporate Superannuation
Group Insurance Cover
Income Protection (Salary Continuance)
Life Insurance
Managed Portfolios
Mortgages
Negative Gearing
Personal Superannuation
Redundancy Payments
Roll-Overs
Savings Plans
Shares
Superannuation Choice
Taxation
Trauma Insurance (Get Well Cover)
UK Pensions
Unit Trust Investments

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