Richard Batt

A financial adviser with over 20 years of experience, Richard joined Ord Minnett in 2021. He has a genuine passion for investing in direct equities and specialises in delivering tailored investment and financial planning advice to a diverse range of clients.

Richard focuses on helping clients identify their personal and financial goals, working closely with them to develop long-term strategies for wealth accumulation that are aligned with their unique circumstances and objectives.

Beyond his professional work, Richard is deeply engaged in his local community. He currently serves as a Board Member of Heli-Rescue Tasmania Limited and is a Past Commodore of the Royal Yacht Club of Tasmania (RYCT). He has also chaired the Regional Advisory Committee representing yacht clubs across Tasmania.

In addition, Richard is a member of the Bellerive Yacht Club (BYC) and Cricket Tasmania. He also serves on the Advisory Board of St John’s School in Richmond and is a Past President of The Friends’ School Old Scholars Association.

• Bachelor of Commerce, University of Tasmania

• Certified Financial Planner (CFP), Financial Planning Association of Australia
• Company Directors course, Graduate of the Australian Institute of Company Directors (GAICD)
• Master of the Stockbrokers and Investment Advisers Association of Australia (MSIAA)

• Asset allocation
• Investment strategies
• Life risk insurance
• Redundancy / early retirement
• Retirement planning
• Superannuation & SMSF