Richard Press

ABOUT

 

Increasingly many of our clients, now approaching retirement, have expressed a growing desire to ‘put something back’ and seek to incorporate a range of socially responsible and ethical investments into their portfolio. To help clients do this we can develop a well balanced and diversified investment portfolio that not only takes care of their financial needs, but also allows them to meet what they see as their societal and personal needs. We base our business around the provision of strong financial strategies, incorporating advice on both structural strategies and the placement of funds into appropriate investments.

CONTACT INFO

 

Contact: Richard Press

Email: Richard Press

Phone: 08 9340 5800

Website: www.wisewealth.net.au

Address: Suite 7, 24 Parkland Road, Osbourne Park WA 6017

Cert Symbol

CERTIFICATION DETAILS

Richard Press Certification

Certified by RIAA Since:

2007

 

Dealer Group:

Hillross Financial Services Ltd

 

Qualifications:

  • Certified Financial Planner
  • Diploma Financial Planning

 

Financial Adviser Since:

1987

 

Offering RI Advice Since:

2001

 

Responsible Investment Services Offered:

  • Superannuation & Retirement Planning
  • Investments

 

Responsible Investment Products:

  • Alphinity Socially Responsive Share Fund (formerly known as Challenger Socially Responsive Share Fund)
  • AMP Capital Sustainable Share Fund
  • AMP Responsible Investment Leaders Range
  • Australian Ethical Investment + Superannuation
  • BT Wholesale Ethical Share Fund
  • Hunter Hall Global Ethical Trust
  • Perpetual Wholesale Ethical SRI Fund

 

DISCLAIMER: This information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a Financial Adviser, RIAA does not endorse or recommend any particular firm or individual Financial Adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an Adviser.