About Me

Richard McClelland helps High Net Worth individuals and families secure their financial future.

Supported by Perpetual’s broad range of services, Richard helps his clients build, protect and transfer their wealth to the next generation.

Richard’s strengths lie in his ability to obtain a deep understanding of his client’s circumstances, take into consideration their goals; and then develop and monitor a plan to align the two.

Richard is the definition of a holistic Financial Adviser. He has more than 15 years’ experience; has achieved a Masters in Financial Planning, and is a Certified Financial Planner (CFP®).

His area of specialties encompass:
- Financial Planning
- Superannuation (Inc. SMSF and SAF)
- Life insurance advice
- Wealth protection and asset structuring
- Investment, asset allocation and portfolio construction
- General estate planning
- Charitable planning and philanthropy

When not working Richard enjoys spending time with his family including his Canadian wife and two sons on Sydney’s Northern Beaches. Richard enjoys keeping active via a range of outdoor activities including surfing, mountain biking, running and anything snow related.