Richard joined Evans and Partners in June 2018 as Associate Adviser within the Private Wealth team, where he works closely with Advisers David Hay, Andrew Moir and Marc Huinink. In his role, Richard assists with the formulation and implementation of investment advice, as well as portfolio management and reporting for high-net-worth clients.
Prior to joining Evans and Partners, Richard gained valuable experience working within the broader Evans Dixon Group as Associate Adviser at Dixon Advisory.
Richard holds a Bachelor of Science from the University of Melbourne and a Diploma in Financial Planning. He has completed his RG146 qualification and is currently completing his CFA Charter.