Richard Stone

Lifecycle Financial Solutions

Gold
10 Yrs Experience
Kingsley, WA 6026

I have worked in the financial services industry since 1989 holding senior State based managerial positions. I enjoy working closely with clients to ensure they understand all concepts of financial planning.

I hold a Diploma of Financial Planning, aFellowship Chartered Financial Practitioner and am an Affiliate of the Australian Insurance Institute.

With these accreditation’s and extensive experience in the financial services industry I’m well qualified to help clients to achieve their financial goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2015
  • Years of experience 10
  • Highest qualifications
    • Fellow Chartered Financial Practitioner (FChFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Lifecycle Financial Solutions

Suite 12, 56 Creaney Drive
Kingsley, WA 6026

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

RetireInvest

AFSL 238429