Richard Petrusma

CFP B.Bus/A

Director and Senior Adviser

Sub Authorised Representative No 278638
Associated through Strand Financial Pty Ltd (Corporate Authorised Representative No 327450)
 
  • Member of Financial Adviser Association of Australia (FAAA)
  • Certified Financial Planner
  • Diploma of Financial Planning
  • Certificate of Self Managed Superannuation Funds

Richard has extensive experience across the financial advisory spectrum, including Superannuation, Retirement income streams, SMSF, Investments and managed funds, Life Insurance & Income Protection. He has previously held roles within banking and an accounting and tax practice, giving a unique perspective that assists in linking all aspects of each client’s unique financial circumstances within a holistic and comprehensive framework.

Richard Petrusma (AR No. 278638) and Strand Financial Pty Ltd (CAR No. 327450) trading as Build Financial Advisory, are Authorised Representatives of Alliance Wealth Pty Ltd AFSL 449221 ABN 93161647007

Complimentary 15 Minute Chat

Please provide a few details so we can get to know what you would like to achieve when you speak to a Build Financial Advisory Adviser.

Service: Tick all that apply
Your age range
Best time for us to call you