Lyall Richardson

Richardson Financial Advisory

Gold
17 Yrs Experience
Warners Bay, NSW 2282

Lyall has been involved in the financial planning industry since 2004, spending the first six years within a high net worth, holistic practice in Sydney.

Moving to the Newcastle area in 2010, Lyall has worked as an adviser with a number of wealth management firms, each catering to the needs of different clients until he began his own practice in July 2017.

Lyall’s focus is to provide holistic advice with a view to improving his client’s quality of life through financial strategies and an understanding of what is possible.

Outside of work Lyall spends time with his family enjoying activities such as camping and water sports. He is involved with his Junior AFL club, where both his children are players.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Richardson Financial Advisory

Suite 5, 12 King St
Warners Bay, NSW 2282
The Exchange, 98 Macquarie St
Dubbo, NSW 2830

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135