Allow our family to work alongside yours
In 2004 Ric commenced his career with a major bank in customer service. This allowed him to gain valuable insight into the world of finance, and provided the opportunity to develop much knowledge and expertise of Australian banking practices. With a desire to develop deeper client relationships, Ric completed a Diploma in Financial Planning before moving into an Advisory role in 2009. Wanting to further his skill set and further look after his clients, Ric then completed his Mortgage Broking studies obtaining valuable knowledge of lending solutions and strategies. Honing his expertise as a Credit Adviser, Ric has brought his broad knowledge base and experience to assist clients with all of their lending needs.
Ric specialises in both Financial Advice and assisting clients with their Credit needs, disciplines that are often intertwined. Ric’s passion is obvious from the first meeting and his willingness to find the right solutions for his clients remains paramount. Ric holds a Diploma of Financial Planning as well as a Diploma of Finance and Mortgage Broking Management. His industry memberships include being an approved Credit Adviser™ of the Mortgage & Finance Association of Australia (MFAA), an Associate Financial Planner (AFP) of the esteemed Financial Planning Association of Australia (FPA) and a Practitioner Member of the Association of Financial Advisers (AFA).
Away from work, Ric loves spending time with Lara and daughter Madison. When not with them, he can be found on his bike with involvement in the sport extending to running an elite cycling team (Altitude Cycling).
Lara started her career in the financial services industry in 2004 working in her families business. In the early stages she was attracted to the area of Personal Risk Insurance as realised what an integral part of the plan it was. She has since built an incredible knowledge base and become a specialist in this area.
Lara comes from a 3rd generation Financial Planning family with her Grandfather, Father and brothers having worked in the industry.
Her father Kevin was a pioneer in the industry, particularly in the Self Managed Superannuation sector and he still provides valuable insight even whilst enjoying his retirement.
Lara assists with the tailoring and implementation of personal protection advice to Ric's clients. She loves to see clients get adequate, quality cover in place which will ensure that they are financially protected. If you have insurance looked after by Finesse Advisory, you will likely have the pleasure of speaking with Lara.
Outside of work Lara loves spending time with her family at the beach and visiting friends.