Financial Professionals

About

About

About Us

Our People

Our team's mission is to serve you and your family. We are confidantes and navigators, dedicated to managing the complexities of your wealth.

Ross Rickard Financial Planner Gold Coast

Ross Rickard

Chief Executive Officer

Ross has been a Specialist Financial Advisor, Tax Consultant and Wealth Creation Strategist for over 20 years. Prior to this Ross has an additional 15 years business and management experience in a wide range of areas including: chartered accounting, corporate and project management, new business ventures, stock markets, finance and property.

Luke Andersen

Luke Andersen

Financial Adviser

I have over 18 years’ experience in the financial advice and real estate funds management industries, having held partnership and managerial positions in highly-respected firms within each industry. I’m passionate about building long-term relationships with clients, and I take great delight in helping clients achieve their financial goals.

Damian Reid

Financial Adviser

Damain is a fully qualified Financial Adviser who has developed strong financial planning and strategic skills over his six years within the financial planning profession. As part of our specialist team, Damain also ensures our clients are protected against the uncertainties of life by being properly structured and adequately insured.

Sharmila Bailey

Investment Manager

Sharmila heads our Investment Group and proactively manages our client’s investment portfolios. Sharmila provides regular & detailed quarterly reports to our clients to keep them fully up-to-date and in control of their affairs. Sharmila is also a member of the Investment Committee that reviews and selects the best investments to achieve each individual client's objectives.

Daniel Rickard

Investment Adviser

Daniel is an authorised financial adviser who provides a complete range of holistic advice to clients.  Daniel manages our investment management service via the coordinated delivery of advice and works with clients to successfully implement strategies once agreed. Daniel is a key member of the Investment Committee and undertakes detailed research to support investment selection and portfolio management.

Racquel Fraser

Administration Manager

Racquel manages all our internal administration, accounting and billing as well as supporting our Taxation and Superannuation Division. She has worked in the finance and accounting environment for over 10 years. Her wide-ranging professional and business experience also allow her to meet our client's compliance and accounting needs. Racquel coordinates the client taxation process to streamline efficiencies and also assists in the cash management of client's investment portfolios.

Financial Professionals originally evolved from a Chartered Accountant background to now encompass the complete range of services to help manage our client's overall affairs. In addition to Financial Advice, Investment, Superannuation and Taxation services, we now also assist clients with Structuring, Asset Protection, Insurance and SMSF's.

Our Partner

Headquartered in New York, Focus Financial Partners is a leading international partnership of fiduciary wealth management firms. Focus provides superior access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions. Financial Professionals will maintain our operational autonomy while benefiting from the synergies, scale, economics and best practices of a market leader. By sharing resources, skills and ideas and strengthening our infrastructure and support, we will provide an even better service to our clients over time.

Our Clients

Our clients are very diverse, from young entrepreneurs to those enjoying retirement. No two clients are the same and that is why we fully immerse ourselves in an individual’s or family’s personal circumstances, priorities, hopes, and fears, so can we truly address what is most important to them. Our best measure of corporate success is the success of our clients.