David Richmond

Altitude Advice

Gold
12 Yrs Experience
Kangaroo Flat, VIC 3555

I am a Chartered Accountant and Financial Planner. By being both an accountant and financial planner I take a wholistic approach to ensuring that (depending on your life stage), to either build or protect your wealth. I look to build innovative strategies that will address your concerns and maximize your potential.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • 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 2013
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma - Chartered Accountant Program
  • Language spoken
    • English

Altitude Advice

75A High St
Kangaroo Flat, VIC 3555

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Akambo Financial Group

AFSL 322056