Richard Owen CFP®

Founder & Principal at Owen Partners
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Contact Information
us****@****om
(386) 825-5501
Location
AU
Languages
  • Welsh Elementary proficiency
Skills

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Bio

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Credentials

  • Certified Financial Planner®
    Financial Planning Association of Australia
    Mar, 2006
    - Nov, 2024

Experience

  • Owen Partners
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Founder & Principal
      • Jan 2020 - Present

  • Oak Financial Planning
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Planner
      • Apr 2018 - Jan 2020

  • Empowered Financial Partners™
    • Melbourne, Australia
    • Partner / Director
      • Jan 2012 - Mar 2018

      Director / Trusted Advisor® Empowered Financial Partners™ January 2012 – March 2018 Melbourne, Australia A comprehensive financial services business specialising in Values-Based Financial Planning™. We create and implement written lifetime financial strategies to help clients achieve goals that are aligned with their most deeply held values. Formerly, RI Advice, our business rebranded to Empowered Financial Partners™ in 2014 to reflect the relationship we have with our clients and the impact we strive to have on their lives. We act as your Family CEO and lead a team of best in class businesses who are also leaders in their fields of: Money Management, Financial Planning, Taxation, Legal and Insurance. Areas include: Financial Road Map® Financial Planning Money Management Taxation Estate Planning and Trusts Personal Insurance Investment Advice Tax Effective Investing Accounting services Wealth Creation Self Managed Super Lending Services Show less

  • ANZ
    • Australia
    • Banking
    • 700 & Above Employee
    • Senior Financial Planner
      • 2003 - 2012

      * Investment Advice * Wealth Creation * Superannuation including SMSF * Personal Insurances * Centrelink / DSS Benefit Advice * Retirement Planning * Investment Advice * Wealth Creation * Superannuation including SMSF * Personal Insurances * Centrelink / DSS Benefit Advice * Retirement Planning

  • Goodrich Financial Services
    • Financial Services
    • Senior Financial Planner
      • 2003 - 2003

  • NAB PCS
    • Financial Planner
      • 2001 - 2002

Education

  • CQUniversity
    Graduate Certificate, Ethics
    2020 - 2020
  • FASEA
    FASEA exam, PASS
    2020 - 2020
  • Kaplan Professional
    2012 - 2012
  • Deakin University
    Diploma of Financial Planning
    2001 - 2003
  • University of Liverpool
    BSc (Hons), Maths and Management
    1990 - 1993
  • Prestatyn High School

Community

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