Richard Meaden

Richard Meaden Email and Phone Number

Principal Financial Advisor and Aged Care Specialist at Proven Financial Solutions @ Proven Financial Solutions
Richard Meaden's Location
Glen Iris, Victoria, Australia, Australia
Richard Meaden's Contact Details

Richard Meaden work email

Richard Meaden personal email

n/a
About Richard Meaden

Thank you for taking the time to read my profile.I am a professional financial adviser, qualified to provide financial advice to clients in the areas of investment portfolio construction and management, superannuation and social security.Specifically I am accredited with the Age Care Gurus, to provide specialised financial advice in the important and growing area of Aged Care.Trying to balance all of the considerations of ensuring access to the care that is needed whilst attempting to work out what is affordable to receive that care can seem like an impossible task. The best way to fund aged care will depend upon an individual’s financial circumstances and wishes. Working in consultation with the Service Managers of the largest aged care facilities in Victoria, I am able to construct a cost effective strategy for both purchasing the accommodation bond and establishing the income stream required to account for the associated daily costs.Most importantly in line with the aged care legislation, I am able to offer multiple options for the family to assess so that they are fully aware of their options and how they will affect changing circumstances.I am able to liaise with the Department of Human Services directly to ensure that the administration side of aged care is simplified and straight forward without any further concern for both the family and the facility.As a qualified aged care adviser I am often requested by the facilities to make public presentations about the financial aspects of the aged care system.I enjoy the personal satisfaction I receive from each client I have assisted and whilst the aged care system is constantly evolving to account for the growing elderly population, I have developed an advisory style that is engaging, empathetic to client’s wishes and concerns and ultimately successful to achieving the required outcomes.

Richard Meaden's Current Company Details
Proven Financial Solutions

Proven Financial Solutions

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Principal Financial Advisor and Aged Care Specialist at Proven Financial Solutions
Richard Meaden Work Experience Details
  • Proven Financial Solutions
    Principal Financial Advisor And Aged Care Specialist
    Proven Financial Solutions Sep 2017 - Present
    Camberwell, Victoria, Australia
  • Advisersure Financial Consultants
    Financial Adviser
    Advisersure Financial Consultants Mar 2007 - Aug 2017
    Canterbury Victoria
    Financial and Portfolio Investment AdviserAged Care Specialist Adviser
  • Bell Potter Securities
    Stock Broker
    Bell Potter Securities Dec 2005 - Feb 2007
    Melbourne, Australia
    Built a profitable client base from nothing within 12 months.Constructed share portfolios for clients that suited their individual requirements.
  • Goldman Sachs
    Stockbroker
    Goldman Sachs Aug 1999 - Dec 2005
    Melbourne, Australia
    Worked on the Intermediary Desk advising on and trading shares for clients, financial planners and institutions.
  • Computershare
    Clerk Corporate Actions
    Computershare Sep 1997 - Jul 1999
    Melbourne, Australia
    Share Clerk advising investors/stockbrokers of holding balances, answering investor enquiriesSpecial Projects Clerk working on corporate actions and IPO's
  • Australian Army
    Infantry Soldier
    Australian Army Dec 1992 - Dec 1997
    Enoggera Qld
    Trained as an Australian infantry soldier learning and mastering combat strategies during military exercises. Learned self discipline skills and working within a team to survive.Accredited Army Convoy Driver.

Richard Meaden Skills

Wealth Management Investments Equities Series 7 Portfolio Management Investment Strategies Financial Planning Retirement Planning Financial Services Risk Management Wealth Financial Advisory Investment Advisory Superannuation Finance Management Asset Management Asset Allocation Relationship Management Financial Analysis Alternative Investments Fixed Income Mutual Funds Securities Series 63

Richard Meaden Education Details

Frequently Asked Questions about Richard Meaden

What company does Richard Meaden work for?

Richard Meaden works for Proven Financial Solutions

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

Richard Meaden's current role is Principal Financial Advisor and Aged Care Specialist at Proven Financial Solutions.

What is Richard Meaden's email address?

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

What schools did Richard Meaden attend?

Richard Meaden attended Kaplan Professional, La Trobe University, Carey Baptist Grammar School.

What are some of Richard Meaden's interests?

Richard Meaden has interest in Social Services.

What skills is Richard Meaden known for?

Richard Meaden has skills like Wealth Management, Investments, Equities, Series 7, Portfolio Management, Investment Strategies, Financial Planning, Retirement Planning, Financial Services, Risk Management, Wealth, Financial Advisory.

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