Meet the Team: Richard Newton

Meet our Financial Adviser and Aged Care Specialist, Richard Newton, who works out of our Rockhampton Office. Listen to Richard’s insights into financial planning in an interview with Penny Farrell, General Manager of Soundbridge.

Richard is an Electrician by trade, and has held his contractor’s licence for over 25 years.

He has owned his own electrical company, and run major electrical businesses turning over $15M/YR throughout his career.

He also has experience in the Hospitality Industry, and has owned Pubs, running up to 3 at any one time, from Karumba in the Gulf of Carpentaria to the Gold & Sunshine Coasts.

He has been in retail, owning a Big Box Sports Store in Cairns. This business was hit heavily by the 2008 GFC and he really took a massive hit in his own personal finances. This forced him to re-evaluate what he needed to do to get back on his feet.

“I have worked and studied hard to get to where I am today. I have had many ups and downs and challenging experiences throughout my career and family life. All this life and business experience has enabled me to have clarity in the advice I can now share with others.”

Richard has a Graduate Diploma in Project Management and Maintenance Management from Central Qld Uni, and a Diploma in Financial Planning, with Margin Loan and SMSF accreditation.

“I can now help you make the right decisions for your financial future.”

About working at Soundbridge, Richard says, “It’s all about the experienced team. Any plan or advice that is proposed for you is backed by a team with many years of experience, and I am confident it’s the best advice possible.”

“When you work with Soundbridge, you are not dealing with just one person, but with a closely-knit family of advisers, para-planners and support staff who get to know you and are there for you at every turn.”

“Our experienced team will help you to articulate your financial needs and goals, and what you wish to achieve for your business, yourself and your family.”

WARNINGS, DISCLOSURES & DISCLAIMERS

While every care has been taken in the preparation of this article, Soundbridge Pty Ltd (ABN 40 151 134 146) and AFTA Pty Ltd (ABN 18 624 984 550, AFSL 507423) makes no representations or warranties as to the accuracy or completeness of any statement in it including, without limitation, any forecasts.

The information and any advice provided in this document is general and has been prepared without taking into account your objectives, financial situation or needs, and might not be appropriate to your situation. Because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to those things. Past performance is not a reliable indicator of future performance.  AFTA Pty Ltd does not warrant that future forecasts are guaranteed to occur.

The information in this document reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases, the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Opinions constitute our judgement at the time of issue and are subject to change. Neither the Licensee nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.

Soundbridge Pty Ltd (ABN 40 151 134 146) is a representative of AFTA Pty Ltd (ABN 18 624 984 550), Australian Financial Services License (507423), Registered office at 166 Quay Street, Rockhampton QLD 4700.

Any advice on this website is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

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