Sign In
Get Clay Free →

Suggestions

    David Richardson

    Financial Planner at SWA Financial Planning

    David Richardson is a Financial Planner and Director at SWA Financial Planning, based in the Greater Sydney Area of Australia.24 He has been providing financial advice since 1998, accumulating 26 years of experience in the field.1 Richardson holds a Master of Commerce (Finance) degree and is fluent in English.1

    As a Director at SWA Financial Planning, David divides his time between overseeing advice delivery to clients and managing the ongoing operations of the business.2 He is a Certified Financial Planner (CFP®) and holds an MBA.3

    David specializes in retirement planning and tax strategies, offering fee-only financial advice to individuals and professionals.3 His LinkedIn profile indicates that he is actively engaged in sharing financial insights and advice through social media platforms.34

    SWA Financial Planning, where David works, is a firm that provides comprehensive financial advice services. The company employs a team of experienced advisers who offer assistance in various areas of financial planning.5

    Highlights

    Oct 20 · swa.llc
    SWA - A Unique Boutique Financial Services Firm
    Jan 1 · rocketreach.co
    SWA Financial Planning Management Team | Org Chart
    David Richardson - Financial Adviser
    David Richardson - Financial Adviser

    Related Questions

    What are David Richardson's main areas of expertise?
    How long has David Richardson been with SWA Financial Planning?
    What qualifications does David Richardson hold?
    Can I see examples of David Richardson's work?
    How can I contact David Richardson directly?
    David Richardson
    David Richardson, photo 1
    David Richardson, photo 2
    Add to my network

    Location

    Greater Sydney Area