Hickman & Ritchard Financial Planning (HRFP) have more than 30 years collective experience in the financial services industry, in excess of $100 million in funds under management, and the backing of big name brand MLC – an organisation that’s been around for more than 120 years.
This second generation financial planning business was founded by Geoff and Shaun's fathers, Jim Hickman and Peter Trimnell-Ritchard, who were well-known and highly regarded members of the financial planning industry. Sadly, Jim and Peter are no longer with us but Shaun and Geoff continue their legacy of providing honest and straightforward advice to their valued clients.
MLC stands behind the advice we provide and provides the technical and investment research that we use for our clients (although we are not tied to using their investment and insurance products). MLC audit us annually to ensure we are meeting our obligations to our clients by providing sound, appropriate advice.
We work as a team by drawing on each other’s expertise so you gain access to our shared knowledge.
We’ve ridden out the 90’s dot.com crash, the twin towers attack September 11 2001, and the global financial crisis in 2007 to 2009 - one of the worst financial downturns since the Great Depression of the 1930s. We’ve seen the worst lows and the best highs, and we’re flourishing. Why? Wisdom comes from experience - and our clients benefit from our experience.
‘In the business world, the rear view mirror is always clearer than the windshield.’ – Warren Buffet.HRFP are a major sponsor of the Sydney first grade Gordon District Cricket Club, supporting young players with improving their cricket and building life skills. Gordon District Cricket Club aims to cultivate players for the NSW and Australian cricket teams.
HRFP also sponsor local radio show Triple H’s baseball program. Triple H (100.1 FM) is the local community radio station and the voice for the Hornsby - Ku-ring-gai area
The principals of the business, Geoff and Shaun, have over 30 years combined experience in the financial services industry. During that time they have honed their expertise and developed a reputation for providing quality advice to their clients.
Geoff is a Certified Financial Planner and has a Diploma of Financial Planning and a Bachelor of Arts (Accounting major).
Geoff entered the financial planning industry in 1994 when he joined Jim Hickman Financial Services (JHFS) - founded by his father Jim in 1982 after working in the insurance and superannuation industry for 30 years with MLC. Geoff was Jim’s succession plan to ensure Jim’s clients would be cared for after his retirement.
When Jim Hickman retired in 2007, JHFS merged with Peter and Shaun Trimnell-Ritchard to form Hickman & Ritchard Financial Planning.
Geoff enjoys long-term relationships with his clients by building their financial security and helping to create the lifestyle they want. Geoff’s in-depth knowledge of the finance industry and background in accounting will help you clarify where you are now, where you want to go, and how to get there. Geoff will help you set immediate, medium, and long term goals and then implement a plan to help you reach those goals.
Shaun has a Diploma in Financial Planning.
Shaun entered the insurance and superannuation industry in 1991, became a Financial Planner with the National Australia Bank in 2000, then joined his father’s financial planning practice in 2004.
In 2007 Shaun and his father, Peter Trimnell-Ritchard, merged with Jim Hickman Financial Services (JHFS) to form Hickman & Ritchard Financial Planning Pty Ltd (HRFP).
Shaun is passionate about helping his clients achieve what they want in life and says the sense of satisfaction he gets from his work accumulating and protecting his client’s wealth is immense.
Shaun takes a holistic and detailed approach to financial planning by helping his clients on all matters from budgeting and debt reduction, to investing, gearing, retirement planning, superannuation, and insurance (wealth protection).
Shaun provides the youthful enthusiasm, commitment, optimism, and drive required to continue the business into future generations.
This website is intended to provide general information only and has been prepared by Hickman & Ritchard Financial Planning (ABN 86050061348) authorised representatives of MLC Financial Planning (AFSL number 230692) without taking into account any particular person's objectives, financial situation or needs. Persons should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend persons obtain financial advice specific to their situation before making any decision regarding a financial product. Before acquiring a financial product persons should obtain a product disclosure statement from the product issuer and consider its contents with respect to their personal needs, objectives and financial situation. GWM Adviser Services Limited, trading as MLC Financial Planning, MLC Building, 105-153 Miller Street, North Sydney NSW 2060 Australia, is an Australian Financial Services Licensee and a member of the National Australia Group of companies
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