Richard Felice makes Barron’s Top 150 Financial Advisers 2024 list

We are proud to share that our very own Richard Felice was named in Barron’s Top 150 Financial Advisers 2024 list, in association with The Australian yesterday.

This recognition highlights Richard’s dedication and expertise in Wealth advisory. 

The Top 150 Financial Advisers recognises the top financial advisers across the country. 

Richard was also featured in The Australian’s “Deal Magazine”. In the feature article, Richard discusses the value of face-to-face meetings and the prevalence of private market assets: 

“… We’ve been very deliberate in establishing and nurturing relationships for over more than a decade with key investment partners in order to access the highest-quality, most compelling opportunities.… 

…There are investment principles that we apply in our business that also help define who we are and why we are different – principles like a whole of balance sheet advisory approach, an unconflicted fee model and leading with a documented strategy and governance framework…. 

…I’m proud to say that we’ve always stayed true to label and where we think we can do the best work. Our model also allows us to be dynamic, innovative and invest in what’s important to the client. We believe this is critical to a successful adviser-client relationship.” 

Richard Felice, Deal Magazine | Nov 24

Join us in congratulating him on this well-earned recognition!