Meet the Team

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Richard Lovell - Managing Director

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.

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)

Areas of expertise

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

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