Richard Felice Email & Phone Number

Richard is a highly respected financial adviser specialising in advising ultra-high-net-worth families. Known for his trustworthiness, deep technical expertise and insightful approach, Richard provides comprehensive guidance which includes family governance advisory and aligning each family’s unique goals with tailored investment solutions. Richard’s approach to wealth management is about fostering trust, preserving legacy, and building resilience for the future - qualities that define the enduring relationships he builds with his clients.Richard maintains a number of family board and investment committee roles amongst his clients, which often include multi-generational family members.SPECIALIST AREAS•Intergenerational wealth planning and succession•Portfolio construction and investment policy•Investment committee structure and governance•Family governanceQUALIFICATIONS •Certified Financial Planner® designation•Bachelor of Commerce (Finance & Financial Planning)•Postgraduate Diploma in Financial Planning•Certificate of Public Practice (CPP) •SMSF Specialist Accreditation•ASX Listed Products AccreditationMEMBERSHIPS•Financial Planning Association (FPA)Richard Felice and Belay Wealth Pty Ltd trading as Belay Advisory are Authorised Representatives of Belay Advice Pty Ltd | AFSL 522238. This account contains general advice which does not consider your particular circumstances. You should seek advice from Belay Advisory who can consider if the strategies and products are right for you.

Listed skills include Superannuation, Strategic Financial Planning, Retirement Planning, Investments, and 33 others.