Richie Parsons
Friend 2020 Financial Planning
- Adelaide Area, Australia
Certified Financial Planner Rock N' Roll Adviser Managing Director & Leader
Social
Biography
Greetings from the Rock N' Roll Adviser - From The Rolling Stones To Muse I have your gamut of musical tastes covered.
I am a Passionate Finance Professional who provides innovative solutions for any financial situation. We form long lasting relationships with clients who become part of our extended family. Our services are provided either directly through our firm or via allied professional partners, ensuring the correct solution is provided for all needs.
I have worked in large & small organisations at the "coal face", worked in middle & upper management. I have started a financial planning business from scratch with 2 small children (under the age of 5) a wife & $10,000 in my back pocket, so I know the meaning of personal motivation.
I work/manage/control 2 separate businesses whilst also taking equity positions in separate entrepreneurial ventures. I pull apart P&L & Balance Sheets/Cashflows and act as Board Member/Mentor/Coach through my various ventures. My basic question that I ask on a regular occurence is "Why" - Can we do this better/simpler/faster/more efficiently....
I am a husband to my lovely wife Silvia & a father to 2 teenage children, as well as our Groodle Dexter & our 2 lovely Russian Blue kittens Jasper & Zoe. I understand what it takes to think on your feet, work to deadlines, juggle work/life balance pressures & strive to achieve. Business should also be about fun, so as you can see I am a massive music fan with speciality of Rock N' Roll & enjoy the odd glass of fine wine with great food
Interested in having a chat or a coffee sometime. Give me a ring on Ph 08 8377 7806 or 0404 874020 or email me at richie@2020fp.com.au or check me out at our website 2020fp.com.au, You Tube (youtube.com/2020fp) or on my personal fave Twitter (twitter.com/2020fp)
Specialties: Superannuation, Self Managed Superannuation, Tax Effective Wealth Creation & Protection Strategies, Life Insurance/Risk/Family Protection & Centrelink issues resolved
I am a Passionate Finance Professional who provides innovative solutions for any financial situation. We form long lasting relationships with clients who become part of our extended family. Our services are provided either directly through our firm or via allied professional partners, ensuring the correct solution is provided for all needs.
I have worked in large & small organisations at the "coal face", worked in middle & upper management. I have started a financial planning business from scratch with 2 small children (under the age of 5) a wife & $10,000 in my back pocket, so I know the meaning of personal motivation.
I work/manage/control 2 separate businesses whilst also taking equity positions in separate entrepreneurial ventures. I pull apart P&L & Balance Sheets/Cashflows and act as Board Member/Mentor/Coach through my various ventures. My basic question that I ask on a regular occurence is "Why" - Can we do this better/simpler/faster/more efficiently....
I am a husband to my lovely wife Silvia & a father to 2 teenage children, as well as our Groodle Dexter & our 2 lovely Russian Blue kittens Jasper & Zoe. I understand what it takes to think on your feet, work to deadlines, juggle work/life balance pressures & strive to achieve. Business should also be about fun, so as you can see I am a massive music fan with speciality of Rock N' Roll & enjoy the odd glass of fine wine with great food
Interested in having a chat or a coffee sometime. Give me a ring on Ph 08 8377 7806 or 0404 874020 or email me at richie@2020fp.com.au or check me out at our website 2020fp.com.au, You Tube (youtube.com/2020fp) or on my personal fave Twitter (twitter.com/2020fp)
Specialties: Superannuation, Self Managed Superannuation, Tax Effective Wealth Creation & Protection Strategies, Life Insurance/Risk/Family Protection & Centrelink issues resolved
Industry Expertise
Accounting
Social Media
Financial Services
Areas of Expertise
Financial Planning
Certified Financial Planner
Wealth
Accomplishments
Financial Planning Business
2012-06-29
Built a financial planning business from scratch by focussing on quality personal & business relationships. Business profits reinvested to purchase equity in an Accounting Firm to provide increased revenue & planning opportunities
Leveraging Social Media to increase Business Interaction
2012-09-06
Implementing a wide ranging social media strategy incorporating Linkedin, Facebook, Twitter, Wordpress designed to increase personal & business branding & connectivity with business & professionals
Education
FINSIA
Graduate Diploma
Applied Finance & Investment
1993
Kidman Park High School
1980
Affiliations
- Certified Financial Planner - Financial Planning Association (FPA)
- Member - Australian Institute Of Company Directors (AICD)
- 2020 Financial Planning
Availability
- Keynote
- Moderator
- Panelist
- Host/MC
- Corporate Training
Fees
$0 to $5000*Will consider certain engagements for no fee
