Business profile - Reserve Financial Consulting

Reserve Financial Consulting is a financial planning business helping busy people to secure their financial future. The business, based in Melbourne, specialises in providing quality financial advice to clients in the areas of Investments, Insurance and Superannuation.

Reserve Financial Consulting manages over $40m for clients’ superannuation and investment portfolios.

Richard Shermon is the Managing Director of the business and has over 25 years’ experience in the financial services industry after graduating from Oxford University with a first class honours degree in Mathematics in 1987. He qualified as an Actuary in 1990 and is a Fellow of the Faculty and Institute of Actuaries. He is also a non executive director for NTUC Income a leading insurance company in Singapore and a member of the Rotary Club of Beaumaris.

Richard is an authorised representative (number 340002) of Dover Financial Advisers (AFSL 307 248; ABN 87 112 139 321).