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Wilsons Advisory Private Wealth adds depth with Richards addition
Thu 8th July, 2021

Wilsons Advisory has added further depth to its Private Wealth team with the exciting addition of Ted Richards. He will be spearheading the expansion of our client service offering with his expertise in technology, marketing and business development.

Head of Private Wealth, Casimir Skillecorn, said the recruitment of Richards will be a valuable addition.

"Ted has a fresh perspective and will help us take an innovative approach as we embrace digital solutions to empower advisers and connect clients to our firm. The financial services industry is an incredibly competitive environment, and Ted has the qualities we are looking for as we expand our business into the future. His unique blend of experience in financial services and technology, together with his proven leadership qualities, will add strength to our team," Skillecorn said.

"Our focus is on delivering great outcomes for our clients through the expertise of our people. We've listened to the market, and our clients increasingly want to consume their investment and financial advice on-demand. Ted will use his experience in this area to connect with clients and keep them across the range of exciting investment opportunities we are providing through the new podcast we are developing."

Richards, who was most recently at Six Park, has also worked for Citigroup and Airlie Funds Management alongside his 16-year career as a professional footballer with the Essendon Bombers and Sydney Swans clubs. Drawn to investing when he was in his late teens, Richards says he is looking forward to leveraging his experience in financial technology to improve outcomes for Wilsons Advisory clients.

"I was lucky enough to be a part of some great teams during my AFL career, and I'm excited to be joining Wilsons Advisory. They have an outstanding reputation delivering first class investment opportunities for their clients," Richards said

"My passion for investing developed in my late teens, and ever since. I was hooked. As much as I love investing, I'm also a competitor. I love testing myself, and investment management presents new challenges and opportunities every day.

"I also draw a lot of enjoyment from helping people, and I'm really excited to be working closely with clients to improve their investment experience."

Wilsons Advisory has bolstered its ranks in recent months with senior hires in the Institutional Equities teams including Jeanne Truijens leading Corporate Access, commencing this month.

CEO Brad Gale said the addition of quality people reflects the ambition of the firm to always deliver great outcomes for clients.

“We’re pursuing our growth strategy with a great deal of energy, and the calibre of the people we are welcoming to our team further supports our approach to be the most innovative, exciting and client-focused advisory firm in the market,” he said.

Richards will be based in Melbourne and commences his role on 17 July.

Ted Richards

Ted Richards is a former AFL premiership player with the Sydney Swans, where he earned accolades not only for his football skill but his leadership, toughness and sportsmanship. He was a board member of the AFL Players Association from 2012-16.

Ted has a Bachelor of Commerce and a Masters of Applied Finance and has previously worked for Citigroup, Airlie Funds Management, and Australian Fintech company Six Park.

About Wilsons Advisory: Wilsons Advisory is a financial advisory firm focused on delivering strategic and investment advice for people with ambition – whether they be a private investor, corporate, fund manager or global institution. Its client-first, whole of firm approach allows Wilsons Advisory to partner with clients for the long-term and provide the wide range of financial and advisory services they may require throughout their financial future. Wilsons Advisory is staff-owned and has offices across Australia.

Disclaimer: This communication has been prepared by Wilsons Advisory and Stockbroking Limited (ACN 010 529 665; AFSL 238375) and/or Wilsons Corporate Finance Limited (ACN 057 547 323; AFSL 238383) (collectively “Wilsons Advisory”). It is being supplied to you solely for your information and no action should be taken on the basis of or in reliance on this communication. To the extent that any information prepared by Wilsons Advisory contains a financial product advice, it is general advice only and has been prepared by Wilsons Advisory without reference to your objectives, financial situation or needs. You should consider the appropriateness of the advice in light of your own objectives, financial situation and needs before following or relying on the advice. You should also obtain a copy of, and consider, any relevant disclosure document before making any decision to acquire or dispose of a financial product. Wilsons Advisory's Financial Services Guide is available at wilsonsadvisory.com.au/disclosures.

All investments carry risk. Different investment strategies can carry different levels of risk, depending on the assets that make up that strategy. The value of investments and the level of returns will vary. Future returns may differ from past returns and past performance is not a reliable guide to future performance. On that basis, any advice should not be relied on to make any investment decisions without first consulting with your financial adviser. If you do not currently have an adviser, please contact us and we would be happy to connect you with a Wilsons Advisory representative.

To the extent that any specific documents or products are referred to, please also ensure that you obtain the relevant disclosure documents such as Product Disclosure Statement(s), Prospectus(es) and Investment Program(s) before considering any related investments.

Wilsons Advisory and their associates may have received and may continue to receive fees from any company or companies referred to in this communication (the “Companies”) in relation to corporate advisory, underwriting or other professional investment services. Please see relevant Wilsons Advisory disclosures at www.wilsonsadvisory.com.au/disclosures.

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