richard sheargold

Richard aspires to being a single figure golfer.

Richard commenced worked in the Financial Services Industry and investment banking in 1989.

As the Principal and owner of Stonebridge Wealth Solutions, Richard is able to assist clients with portfolio construction and investment selection, superannuation, tax effective strategies and social security planning, estate planning and personal risk protection.

Expertise

His expertise and background in funds management and investment banking allow him to provide clients with the advice to reach their ongoing financial objectives. Richard's knowledge and experience of all asset classes and alternative assets in conjunction with an ongoing review of the external environment ensures our clients' changing needs are met.

Qualifications

Richard holds a Bachelor of Financial Administration Degree and is a Certified Practising Accountant. He also holds a Diploma of Financial Planning. With these qualifications and his extensive experience, Richard is well qualified to help clients achieve their financial goals.

Professional Advice

Richard is committed to building long term relationships with his clients and providing them with the best professional advice and personal service.

Away from the office

Outside of work Richard is a member of Ashlar Golf Club and aspires to being a single figure golfer. He also is a mad Wallaby supporter and loves cricket.