We specialise in investment strategies and advice, financial planning, home and investment loans, superannuation, retirement planning, business loans and equipment finance, wealth tips and strategies for your financial security
 
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About Us

We are O'Donnell & Richardson
O'Donnell and Richardson is a firm of Chartered Accountants who offer clients a complete financial solution. Rick O'Donnell is a Fellow of the Institute of Chartered Accountants and Brendan O'Donnell is an Associate of the National Institute of Accountants. David Richardson, an Associate of the Institute of Chartered Accountants, is a consultant to the firm. Our support staff are Jan Brabham, Roland Nicholson, Debbie Severin, Donna Donnellan and Peter McLean.

Our frontline
When you contact us you will talk to either Karen or Carolyn at Park Holme; or Ashleigh at Hahndorf. Karen, Carolyn and Ashleigh are able to help you with appointments and details that would be contained in your files.

Our services
We are able to offer a complete financial solution to clients, ranging from the preparation of tax returns, financial management and investment advice. We can also offer financial solutions for your business and family.

 
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My Life

Superior Customer Service
Our clients are the most important part of our firm and we provide a high level of personal service to develop strategies to help businesses and individuals meet their goals. The complete financial solution is offered to take care of all the financial needs of the client at the one address.

Financial Planning
Rick, Brendan and David are Authorised Representatives of Count Wealth Accountants. This allows us to give Financial Planning advice, which will benefit all clients.

Count Staff
Matthew (Park Holme), Michelle (Park Holme) and Simone (Park Holme) are trained to assist with all the Financial Planning records. They can give you quotes on leasing, hire purchases and insurance products.

   

Rick O'Donnell FCA Financial Planning Specialist and Authorised Representative
Rick is a founding partner of O’Donnell & Richardson. He has been an active member of the Institute of Chartered Accountants since 1976, and is also a fellow of the Taxation Institute of Australia. Rick has been and accounting, audit and taxation specialist since 1962. Since 1997 he has been providing Financial Planning solutions as an Authorised Representative of Count Wealth Accountants.

Brendan O'Donnell NIA Authorised Representative
Brendan is a qualified Accountant and Financial Adviser. He is an authorised Representative of Count Wealth Accountants and is a member of the National Institute of Accountants. Brendan has been a partner of O’Donnell & Richardson since 2002. Bringing to the firm his 17 years experience in the Accounting profession, and 9 years experience proving Financial Planning advice.

 

We offer a FREE Initial, No Obligation Consultation!
Contact us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but will help you decide whether the services we offer are right for your needs.* Find out how our services can help you.

*This free consultation does not include tax and accounting services.

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