The Financial Planning Association of Australia The Financial Planning Association of Australia

Richard Felice, CFP®


Name Richard Felice, CFP®
Company Tenzing Wealth
Address 11/68-70 Hampton Court Road
Carlton , NSW 2218
Mobile 0426499085
Email [email protected]

After more than a decade in the industry Richard has built a reputation based on trust, high level technical knowledge and mutual understanding, with his advice always delivered in plain English. He is both a Director of countplus one and Head of the Financial Planning Division. In these roles Richard helps his clients navigate through the abundance of generic information available to them, keeping them aligned with a personalised strategy that suits their particular needs and goals.

Richard’s clients know that they can rely on both the practical and technical aspects of the advice he gives. The many longstanding relationships he has built with clients over the years are testament to his skills as a trusted adviser.

“I believe that it is important to understand what we’re trying to achieve and always keep the end goal in mind. Clients are bombarded with information from all areas, most of which is generic and not suited to their specific needs. A key element of the work I do is to help my clients sort through the options, discarding those that are not relevant or helpful and only considering those that may be suitable for the goals they are working towards.”

Richard is a CERTIFIED FINANCIAL PLANNER® and Authorised Representative of Lonsdale Financial Group

SPECIALIST AREAS
•Professionals and Industry Leaders
•Pre-retirees and retirees
•High Net Wealth (HNW)

QUALIFICATIONS
•Certified Financial Planner®
•Bachelor of Commerce (Finance & Financial Planning)
•Postgraduate Diploma in Financial Planning
*Certificate of Public Practice (CPP)
•SMSF Specialist Accreditation
•Aged Care Specialist Accreditation
*ASX Listed Products Accreditation

MEMBERSHIPS
•Lonsdale – Authorised Representative
•Financial Planning Association (FPA)
*Australian Institute of Company Directors (AICD)

AWARDS
•Money Management Financial Planner of the Year - Nominee 2012
•Count Financial Limited - Young Adviser of the Year 2012
•countplus one - Employee of the Year 2009

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