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  Accounting Services Home   Financial Planning Home   Lending Services Home
  Contact Us

Use the following details to ring, fax, visit or e-mail us.

Telephone:

08 8272 6833

Facsimile:

08 8227 2608

Street Address:

227 Hutt Street,
Adelaide  SA  5000

Postal Address:

PO Box 7106,
Hutt Street, SA 5000 


RichardKoral (Financial Adviser)

richard@efcgroup.com.au

 

Richard brings over 15 years of experience in business, taxation and financial planning to clients of EFC.

Richard's particular areas of interest are working with business owners to diversify wealth away from the core business operations.

When he's not working, he enjoys spending time with his wife and three children on the family farm at Echunga where he breeds cattle.

 

Richard's expertise spans the following areas:

  • Strategic financial planning
  • Funds management
  • Corporate finance
  • Self managed superannuation funds
  • Business and personal coaching and mentoring
  • Taxation strategies and superannuation advice
  • Wealth protection and creation

 

Qualifications:

  • Bachelor of Commerce (Tas)
  • Chartered Accountant
  • Registered Tax Agent
  • Graduate Diploma in Applied Finance & Investment
  • Certificate III In Mortgage Lending
  • Fellow of Financial Institute of Australasia
  • Master of Business Administration (UNE)
  • Certified Financial Planner

Sue Menzel (Client Services Manager)

sue@efcgroup.com.au

 

Sue draws on her extensive knowledge and experience in the areas of client services and administration, to consistently deliver a high standard of service to our clients.

After working at Centrelink for several years, Sue moved into the financial planning industry, being employed in this field by a number of the largest firms in the State.

When she's not in the office, she enjoys spending time with family and friends, as well as working out at the gym.

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GWM Adviser Services Limited
ABN 96 002 071 749
Australian Financial Services Licensee No: 230692
Registered Office: 105-153 Miller Street North Sydney NSW 2060