Who We Are / Adviser Profiles / Richard Pawlik

     Richard Pawlik
    Certified Financial Planner

    Email: richardpawlik@tifp.com.au



Qualifications:
Diploma Financial Planning
Certified Financial Planner

Membership Professional Bodies:
Financial Planning Association of Australia (FPA)

Australian Securities and Investments Commission (ASIC) number: 237762

Industry Experience:   
Richard has been an Authorised Representative of the firm since 1998 but has actively been involved as an Authorised Representative within the industry since 1993.

Richard works with the philosophy of providing excellent services and working towards a long term, mutually rewarding relationship, with clients. 

Richard’s principle focus is ensuring that appropriate investment strategies are developed, incorporating all aspects of personal, legislative and economic conditions.

Over this period of time, Richard has developed additional expertise in executive remuneration packaging, which can be incorporated into overall financial planning strategies. 

Prior to joining the financial planning profession, Richard had 20 years experience in commercial accounting. Richard has also completed 3 years of a Business Studies Diploma in accounting & economics at Swinburne Institute of Technology.

Areas of Specialisation:
Richard can provide advice on

• Comprehensive Strategy Development
• Asset Classes and Allocation
• Financial Planning
• Superannuation and Rollovers
• Gearing
• Securities
• Debentures
• Cash Deposits
• Managed Funds
• Immediate Annuities
• Allocated Pensions
• Remuneration Packaging
• Loans
• Asset Protection
• Redundancy
• Taxation minimization
• Life & Risk insurance
• Retirement Planning
• Social Security/Veteran Affairs Entitlements
• Strategy Implementation
• Estate Planning 
• Ongoing Reviews