Richard Bejah CFP®, Dip FP, ANZIIF(Assoc) CIP, AFPA

Richard Bejah

Richard Bejah CFP®, Dip FP, ANZIIF(Assoc) CIP, AFPA

Principal & Certified Financial Planner®

Profile Summary

Richard Bejah CPF® has been with AMP Financial Planning for 40 years starting in 1982 in Darwin NT (4 years), then onto Gosford NSW (5 years) and then to Launceston 31 years. For the first five 5 years in Tasmania he was AMP Financial Planning Agency Manager Northern Tasmania based in Launceston, managing over 30 advisers

Qualifications: Richard Bejah CFP®, Dip FP, ANZIIF(Assoc) CIP, AFPA CERTIFIED FINANCIAL PLANNER®
Certified Insurance Professional (CIP) with the Australian and New Zealand Institute of Insurance and Finance.

Memberships: Member of the Financial Planning Association of Australia & also Associate of the Australian & New Zealand Institute of Insurance & Finance (The Institute)

Commissioner of Declarations (Tas)

 

Skills and experience

Specialises in helping customers with any level of wealth

Authorised representative number: 249392

Credit representative number: 370746

Phone: 03 6343 1007

 

Business Background

Our Financial Planning business provides a personal and integrated financial planning service to individuals and businesses.

We have 2 Financial Planners with well over 60 years combined experience. We will use our professional knowledge to provide strategic financial advice and service to you.

FinancialPartners (Tas) Pty Ltd was created with the merging of two AMP Financial Planning practices in Launceston in 2013 with further acquisitions in 2014 and  2016.

Richard Bejah, sole Director of FinancialPartners (Tas) Pty Ltd, traded previously under the business name bejahfinancial.com.au.

We are based in Launceston Tasmania, but we have the capacity to look after our clients wherever they are.

eMail  [email protected]

Click HERE to schedule an appointment with me

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