Richard Lovell

Richard Lovell Email and Phone Number

Managing Director @ Y Partners
Australia
Richard Lovell's Location
Australia, Australia
Richard Lovell's Contact Details

Richard Lovell work email

Richard Lovell personal email

n/a
About Richard Lovell

Richard has over 20 years experience providing tailored financial advice to his clients. He has been a financial adviser since 2002 after spending 3 years as an associate financial adviser.Richard is committed to ongoing professional and technical development, he is a Certified Financial Planner™ and has a Bachelor of Commerce with a major in corporate finance in addition to a Diploma of Financial Planning.Richard develops tax-effective wealth creation strategies with his clients, specialising in direct equity model portfolios, self managed superannuation, redundancy, personal and corporate insurance solutions and superannuation. Richard delivers this through high level strategic advice and disciplined portfolio construction and review methodology.With a thorough understanding of the issues facing medical professionals, whether in private practice or the public system, Richard also specialises in this area and maintains a strong reputation in this regard.

Richard Lovell's Current Company Details
Y Partners

Y Partners

View
Managing Director
Australia
Website:
internationalrealtypartners.com
Employees:
3
Richard Lovell Work Experience Details
  • Y Partners
    Managing Director
    Y Partners
    Australia
    View
  • Y Partners
    Managing Director
    Y Partners Jul 1999 - Present
    Adelaide, South Australia, Au
    Formerly Leedam Sheppard & Associates
    View
  • Leedam & Partners
    Director / Certified Financial Planner
    Leedam & Partners Jul 1999 - Jun 2012

Richard Lovell Skills

Portfolio Management Financial Advisory Financial Services Pensions Superannuation Wealth Management Finance Wealth Equities Investments Retirement Investment Advisory Insurance Retirement Planning Strategy Investment Strategies Financial Planning Income Protection Financial Risk Estate Planning Smsf Investment Management Asset Management Personal Financial Planning Personal Finance Life Insurance Strategic Financial Planning Wealth Management Services High Net Worth Individuals Asset Allocation Wealth Accumulation Alternative Investments Corporate Finance Financial Planners Health Insurance

Richard Lovell Education Details

  • University Of Adelaide
    University Of Adelaide
  • Deakin University
    Deakin University
    Cfp

Frequently Asked Questions about Richard Lovell

What company does Richard Lovell work for?

Richard Lovell works for Y Partners

What is Richard Lovell's role at the current company?

Richard Lovell's current role is Managing Director.

What is Richard Lovell's email address?

Richard Lovell's email address is ri****@****.com.au

What schools did Richard Lovell attend?

Richard Lovell attended University Of Adelaide, Deakin University.

What skills is Richard Lovell known for?

Richard Lovell has skills like Portfolio Management, Financial Advisory, Financial Services, Pensions, Superannuation, Wealth Management, Finance, Wealth, Equities, Investments, Retirement, Investment Advisory.

Who are Richard Lovell's colleagues?

Richard Lovell's colleagues are Richard Mika, Daniel Diaz.

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