Richard Blomfield
BBus MAppFin DFP
Financial Adviser & Portfolio Analyst
I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan
Richard has a diverse background within the financial services industry spanning equities trading, analysis, business banking and financial planning. This experience provides him with the skills to help you achieve both your financial and lifestyle goals. His positive, honest and friendly demeanour ensures people from all walks of life feel at ease
Investment Style
Richard adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile
Services and Specialties
Financial Planning
Fixed Interest and Cash Management
Portfolio Administration
Self-Managed Super Funds
Stockbroking
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Business
Master of Applied Finance
Associations
No items found.
Competencies
Generic
Managed Investments
Securities
Margin Lending
Financial Planning
Superannuation
Life Insurance
I am a partner of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. As a shareholder of Mid Coast Money Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Mid Coast Money Management Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
I am an employee and Partner (shareholder) of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. I am remunerated as your adviser by way of salary and I am eligible to participate in a bonus scheme depending upon performance. As a shareholder I may be entitled to a share of profits.
