About Us

Cheltenham Office

Richard Lindley - Financial Planner Richard Lindley has been in the financial services industry for over 25 years including 7 years as the Servicing Manager for MLC servicing their largest corporate superannuation clients. He has a Diploma of Financial Planning (Dip FP), a diploma in Superannuation Management (Dip SM) and a Diploma with the Australian Insurance Institute (Dip A.I.I.).



and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards Inc. (USA) and used by the FPA under licence.

Our Mission
To provide quality financial advice and service to individuals and Corporates at a standard that exceeds our clients' expectations.


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