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Richard Lovell

Richard Lovell - Managing Director

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Richard is part of the Leedam Sheppard & Associates team who merged with Y Partners in 2020. He has been a financial adviser since 2002, before this he spent 3 years as an associate financial adviser. 

 

Richard develops tax-effective wealth creation strategies with his clients and provides tailored, high level strategic advice and disciplined portfolio construction and review methodology to a range of high net worth families and individuals, corporate investors, trustees of self-managed super funds & discretionary trusts, private ancillary funds and many not for profit and charitable organisations.

With a thorough understanding of the issues facing medical professionals, whether in private practice or the public system, Richard also specialises in this area and maintains a strong reputation in this regard.

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When he is not in the office, Richard is generally spending time with his family. He is also a keen motorsport enthusiast and regularly competes in various Tarmac Rally events across the country.

 

Qualifications

Certified Financial Planner

Diploma of Financial Planning

Bachelor of Commerce (Major: Corporate Finance)

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Areas of expertise

Investment & wealth management • Self managed superannuation • Personal insurance • Tax effective strategies

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Disclosure Documents/FSCG's | Acknowledgement of Country

Y Partners Wealth & Advisory Pty Ltd (ABN 89 097 681 322) trading as Y Partners Wealth & Advisory is an authorised representative and credit representative of Hillross Financial Services Limited ABN 77 003 323 055, Australian Financial Services Licence No. 232 705, Level 24, 33 Alfred Street SYDNEY NSW 2000. 

 

Any advice provided by the Accounting Team is provided independently of Y Partners Wealth & Advisory and our Licensee, Hillross Financial Services Limited. Neither Y Partners Wealth & Advisory nor Hillross Financial Services Limited.take any responsibility for any actions or service they provide.

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