Richard Jackson & Associates is a financial planning practice founded in 2001. We focus on clients preparing for retirement and those already enjoying retirement. Many new clients have sought help to resolve the financial dilemas arising from major changes in their lives such as the death of loved ones or divorce. Our clients typically have investment assets of $0.5m to $3.0m and many are single women resident in Sydney's north.
A key expertise is the structuring of investments and superannuation to generate reliable income, with protection from capital volatility, at a sensible cost, through a combination of listed securities, managed funds, LICs, ETFs and interest bearing investments.
In 2013 Richard Jackson & Associates became an Authorised Representative of Paragem Pty Ltd a network of experienced, professional and like-minded advisers striving for excellence in advice. For further information please see www.paragem.com.au.
Paragem source investment research from Lonsec a well regarded and well resourced privately owned research firm. Lonsec offer comprehensive research coverage including a specialist research service focusing on the needs of retired clients, developed in conjunction with global actuarial firm Milliman.
Professional Biography
Following completion of a Bachelor of Economics at Sydney University, Richard worked for Westpac where his experience included two years in Capital Markets and three years in London. Richard was subsequently joint CEO of a furniture manufacturing company. Richard entered Financial Planning in 1999 and became a Financial Planner when he established his practice in 2001.
Qualifications
Bachelor of Economics – Sydney University
Diploma of Financial Planning – Financial Planning Association
Registered Tax (Financial) Adviser - Tax Practitioners Board
Affiliate of the Financial Planning Association
Graduate of the Finsia ASX Accredited Listed Product Adviser course
In the Community
Richard is an active member of the Rotary Club of Wahroonga and is a Paul Harris Fellow. Richard is a key Australian supporter of Sambhav Nepal an NGO focused on education development in remote hill villages in Gorkha, Nepal. See www.sambhavnepal.org
