Rikki McNeill

Financial Planner

Rikki is a Financial Planner at the Perth office.

Qualifications and experience

Rikki is a highly experienced financial planner who specialises in helping individuals, and their families with the provision of high-quality independent financial advice to grow their wealth, manage their risk and reduce their tax bill. Working within the financial services sector now for over 10 years, Rikki has an excellent track record and has grown his reputation by placing emphasis on always taking the time necessary to fully understand his client’s needs, their ambitions and most importantly building a core relationship centred on trust, guiding them every step of the way along their journey. Rikki is committed to staying ahead of any changes in the industry and devotes his time to continuous study. He holds the CII Level 4 Diploma in Regulated Financial Advice, as well as holding the awards and is able to advise on Long Term Care Insurance, and Regulated Pension Transfer Advice. He holds a number of Level 6 qualifications and aims to achieve Chartered Status within the next 12 months.

About Rikki

Away from the office, Rikki devotes his time to his family, with a two-year-old son keeping him on his toes. He is part of the local rugby team, enjoys going to the gym and playing golf. As well as travelling with his family for new life experiences