Richard Grimshaw Email and Phone Number
Richard Grimshaw work email
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Richard Grimshaw personal email
Certified Financial PlannerSMSF Specialist AdvisorDegree in Banking and Finance (Monash University)Diploma of Financial Planning (Deakin University)Advising clients on financial planning over 15 years.Finalist in the Asset Innovation Awards 2006Specialties include: Estate PlanningSuperannuationAdviceBusiness AdviceInsuranceInvestingSelf Managed Super FundsDirect SharesFinancial Planning StrategiesXPlanOngoing Advice ProgramsConsulting with Accountants and their ClientsAged Care Advice
Mackay Private Wealth
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Certified Financial Planner (Asic Registration Transfer Pending)Mackay Private WealthBrisbane, Qld, Au
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Certified Financial PlannerGreen Associates Financial Planners Oct 2021 - PresentBrisbane, Queensland, AustraliaMerger of two great businesses -
DirectorKurbingui Youth And Family Development Apr 2020 - Present425 Zillmere Road, Zillmere Qld 4034Kurbingui is one of the leading service providers to the Aboriginal and Torres Strait Islander Community in the Greater Brisbane Area, focused on (in conjunction with and in support of the elders) improving the outcomes for families and youths through innovative training and employment programs, professional support services for families to address areas of concern including but not limited to education, healthy family dynamics, child safety and domestic violence.They are recognised as one of the best examples of a community-led organisation in this regard.I have joined this experienced and capable board to help facilitate this work through my experience in finance, technology and business management.
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Authorised Representative No 277096Charter Financial Planning Limited Nov 2008 - PresentMilton, Brisbane, AustraliaI hold both an AFSL and CR licences through Hillross which allow me to advise on managed investments, superannuation (including SMSF), direct shares, all forms of life insurance and business protection insurance.
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Practice Principal And Certified Financial Planner, Insurance, Investment, Smsf SpecialistThe Bko Group Pty Ltd Aug 2013 - Oct 2021Milton, Queensland, AustraliaI provide specialist advice to executives and wealthy family groups in the areas of Investment, Superannuation, SMSF, Direct Shares, Strategy and Aged Care Placement. I focus on building long-term trusted relationships with my clients that stand the test of time. I am known for my consistent delivery of service above the expected. Expect more when dealing with me.I am Practice Principal and Sole Director of the firm after a five year period as a Director of the firm.
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Director And Certified Financial Planner (Cfp), Insurance Investment Superannuation And Smsf AdviseThe Bko Group Pty Ltd Nov 2008 - Aug 2013Milton, Brisbane, QueenslandI provide specialist advice to executives and wealthy family groups in the areas of Investment, Superannuation, SMSF, Direct Shares, Strategy and Aged Care Placement. I focus on building long-term trusted relationships with my clients that stand the test of time. I am known for my consistent delivery of service above the expected. Expect more when dealing with me.
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Club PresidentForest Lake Junior Rugby Union Club Aug 2013 - May 2015Phillip Place Park, Forest Lake Qld 4078Forest Lake Junior Rugby Union Club started in 2005 with 30 players and now has 150 registered players from U6 to U14.Junior Rugby is all about creating the opportunity to enjoy rugby across all levels of skills and from the very young playing games of touch, through to teenagers playing the full version of the game.In 2013, we commissioned our District Sports Facility at our home grounds and we are now focussing on fund raising for irrigation of our fields and the addition of training lights to enable our club to grow further!2013 was our most successful season with every team from U10 to U14 finishing either 1st or 2nd in their competitions. Not bad for an eight year old club.Sponsorship packages available, from jersey sponsors to major sponsors.
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Director And Certified Financial PlannerWealth And Prosperity Planners Pty Ltd Jul 2004 - Oct 2008Bowen HillsRichard founded Wealth and Prosperity Planners Pty Ltd in 2004, and the business won national recognition in the Asset Magazine Innovation Awards in 2006.The business held an ASFL Licence through Capstone Financial Planning Pty Ltd.This business merged with The BKO Group Pty Ltd in November 2008.I built a business specialising in advice to affluent family groups, and executives, in the areas of Investment, Superannuation (including SMSF), Direct Shares, Strategy Optimisation, and Ongoing Advice Programs. All on a Fee-For-Service basis.
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Financial PlannerBarbacan Benefits Pty Ltd Jan 2000 - Jun 2004BrisbanePart of the Head Office advice team, providing sophisticated advice for high net worth clients. During my tenure at Barbacan, I also taught at University of Sunshine Coast in their Masters of Financial Planning course.
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Technical Support Officer - Financial Planning - QueenslandNational Australia Bank Jul 1994 - Jan 1999BrisbaneI was the sole traning officer for Queensland responsible for teh training and development of Financial Planning Professionals and their support staff for the state of Queensland. Working in a small and dynamic team in State Office headed by Paul Geisel, I was responsible for both training on financial planning software and education standards for advisers, and sales support for the Area Managers for Queensland. During my time in this role, I received numerous national staff awards in recognition of my work which included the development of a National Sales Reporting System and the implementation of a Plan Building software to simplify the preparation of advice to a high standard.
Richard Grimshaw Skills
Richard Grimshaw Education Details
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Diploma Of Financial Planning -
Banking And Finance
Frequently Asked Questions about Richard Grimshaw
What company does Richard Grimshaw work for?
Richard Grimshaw works for Mackay Private Wealth
What is Richard Grimshaw's role at the current company?
Richard Grimshaw's current role is Certified Financial Planner (ASIC Registration Transfer Pending).
What is Richard Grimshaw's email address?
Richard Grimshaw's email address is ri****@****.com.au
What schools did Richard Grimshaw attend?
Richard Grimshaw attended Deakin University, Monash University.
What are some of Richard Grimshaw's interests?
Richard Grimshaw has interest in Family, Computers, Gadgets, Remote Control Helicopters, Sailing, Process Automation, Golf, Friends.
What skills is Richard Grimshaw known for?
Richard Grimshaw has skills like Superannuation, Investments, Wealth, Strategic Financial Planning, Wealth Management, Financial Planning, Estate Planning, Investment Strategies, Smsf, Retirement Planning, Financial Advisory, Financial Planners.
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Richard Grimshaw
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2marsh.com, willistowerswatson.com -
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Richard Grimshaw
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