SR

Stephen Richards

Financial Planning Manager

Stephen Richards is an Advice Technology Manager with extensive experience in the Financial Services industry, known for fostering high-performance team cultures and demonstrating effective leadership. Previously, Stephen held several key positions at Commonwealth Bank, including Senior Manager of Advice Operations and Financial Planning Manager, and also worked at AIA as Senior Manager Advice Operations from 2021 to 2023. Stephen is currently a Financial Planning Manager at Hostplus and has served as a Technology Coach at Capstone Financial Planning. Stephen’s education includes a Certified Financial Planner designation from the Financial Planning Association and a Business degree in Financial Management from La Trobe University.

Location

Melbourne, Australia

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