MenuRichard Maggi CFP®
About Me
Born in Canada, Rick Maggi, owner of Westmount Financial, is an active Financial Adviser and Certified Financial Planner (CFP) with over 40 years experience. As a private consultant, Rick’s aim is a simple one - to provide effective problem-solving solutions, while minimising unnecessary complexities and jargon. Westmount Financial is located in the Perth CBD, Western Australia.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Highest Level of Education Graduate Diploma -
Years of Experience 35 Years -
Licensed By Westmount Securities Pty Ltd -
Advice Fees From $3,000
