Welcome to

Financial Professionals

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 commitment and dedication go beyond our client's financial well-being. We have insightful tools to help clients explore and maximise their own personal satisfaction and fulfillment over the amazing journey of life.

Our Values

Code of Ethics

We uphold the formal code of ethics conduct & professional standards set by both the FPA & CPA as our principal professional bodies.

Professionalism

Financial Professionals is committed to providing you with the highest standards of advice and professionalism supported by our array of qualifications and extensive experience.

Family Office

We strive to maintain our warm personal, family office service encompassing all our client’s needs while benefiting from the wealth of resources of our US partner.

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.

We have clients all over the world.

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.

Meet The Team

Ross Rickard  
Executive Director | Senior Consultant
CFP, FCPA (FPS), CTA, DipFP, DipCM, B.Ec(Syd)

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 market, finance and property.
Ross is passionate about helping others and revels in the uniqueness of each and every client.

Daniel Rickard  
Financial Adviser
M.FP, AFP®, BBiomedSc

Daniel has accumulated a wealth of experience over his three and a half years with the team, evolving into an authorised financial adviser who provides a complete range of holistic advice to clients.  Daniel manages our financial planning 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.

Simone Dawes
Executive Assistant 

Simone, as Executive Assistant assists Ross and the team in the delivery of quality services. Simone also coordinates new business initiatives and new clients joining our family. Simone's smiley face will greet you when you walk in our door and will most likely answer you call to our office. Simone is also excited to be in charge of coordinating an exciting new internet interface for clients to better manage their affairs.

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.

Shelley McInnes
Administration Manager/
Taxation Coordinator

Shelley 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 allows her to meet our client's compliance and accounting needs. Shelley coordinates the client taxation process to streamline efficiencies and also assists in the cash management of client's investment portfolios.

Ken Cen
Taxation & Superannuation Manager
MProf.Acct, Prof.Cert.SMSF, DipFS

Ken is a CPA with over 10 years public practice experience and heads up our Taxation & Superannuation Division. Ken specialises in satisfying the Accounting, Tax and Compliance needs of our clients both for Self Managed Superannuation Fund's and Family Investment Trusts, as well as other personal tax-related matters. Working in close cooperation with our Investment & Financial Planning team, he can investigate the best solution to manage tax liabilities and optimise both your business and personal structures.

Professional Services

Reliable Support

Trusted Advice