We’re known for demonstrating an honourable and ethical approach to the financial services industry. We make the choices that will put our clients’ in a better financial position. It’s vital for us to retain clients’ trust with considered, reliable and personal advice so you always feel you’re in safe hands.
Our team of advisors and representatives bring together decades of experience in wealth management. Bennett & Co uses that insight and knowledge to advise on the safest and best solutions for you.
Richard provides specialist advice in direct shares, wealth creation, margin lending and self-managed super fund investments. He’s worked in these industries since 1985. His most recent position was as a Senior Vice President, Investments, Citigroup Wealth Advisors, where he was employed from January 2001 to April 2006.
Prior to that, Richard worked for three years at Stock Broking firms Merrill Lynch and JB Were, after coming from a Funds Management background at Suncorp Metway Bank where he was a Senior Portfolio Manager for eight years. Richard holds both a Bachelor of Commerce and a Bachelor of Economics from the University of Queensland. He also holds a Graduate Diploma from the Securities Institute of Australia. Richard is PS146 compliant, has obtained an ASX Level 1 Derivatives accreditation, and holds a Series 7 accreditation from the Securities Exchange Commission (SEC) in the US.
Talk to Richard about your financial interests.
David brings a wealth of corporate experience to the business originating with an extensive background as a senior finance executive in multinational organisations across the numerous industries including defence and oil and gas. This included senior financial and commercial roles in companies such as Boeing, Chevron and Santos.
Building off that experience David held the dual roles of Chief Executive and Chief Financial Officer at Innamincka Petroleum Limited, an ASX-listed oil and gas producer. Subsequently David held a number of CFO and Company Secretarial positions in ASX-listed junior mining companies including Polymetals Mining, Southern Cross Goldfields, Axiom Mining and AuStar Gold, overseeing their financial performance and undertaking critical financing activities such as Initial Public Offerings, capital raising and debt funding transactions.
David holds both a Bachelor of Commerce and Bachelor of Economics degrees from the University of Queensland, and is a Member of the Institute of Chartered Accountants, Australia.
Talk to David about your financial requirements.
Donna offers personal and general advice on key areas of financial planning, managed investments, insurance and superannuation. Donna joined Bennett & Co in 2014 after having taken maternity leave from a previous job in financial planning. Since then she’s been assisting our clients in achieving their financial goals.
Donna’s previous role in financial planning saw her working across trading and portfolio management and client management. Donna is an Authorised Representative (RG146) compliant under ASIC legislation, allowing her to give RG146 Tier 1 financial advice.