Richard Grimshaw CFP®
About Me
With more than 30 years in the finance industry and including more than 20 years as a financial planner, Richard now has a reputation for innovation, knowledge, honesty and ethics amongst his clients and peers. With a vision to build a high quality business where each adviser manages no more than 100 clients on retainer, your personalised service is assured. Our clients are more than just investors to us, and that is important. Richard is a director of The BKO Group. BKO provides many services to Clients in addition to investment advice. Some of these services are unique to us. Richard was awarded Highly Commended in the Asset Innovation Awards 2006.
Areas of Focus
- Aged care
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 24 Years
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Licensed By Charter Financial Planning Limited