Donna Richards - Associate

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Donna joined Y Partners in 2023, she was part of the team headed by Troy Gallasch that merged with Y Partners - Donna began working with Troy in 2020.  

 

Prior to working with Troy, Donna and her partner had their own Hillross financial planning business for 35 years (Hillross Kent Town).  During that time she worked in Paraplanning, Advising and Practice Management.

  

Donna's role at Y Partners is to assist Advisers in developing strategies and advice documents. She enjoys helping clients transition to retirement by assisting them with strategies to adjust to the challenge of their new lifestyles.

 

Donna's interests include cooking, eating out, reading, travelling (usually on a tour with the Australian Cricket team) and spending time with family and friends and her cat.

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Qualifications

Advanced Diploma in Financial Planning 

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Areas of expertise

Technical knowledge • Strategy work • Compliance • Business management