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Pat Richardson

Over my working life I have been involved in National and State management roles in insurance, managed funds and financial planning. In addition, my wife and I have been active in our own small business ventures covering business consulting, commercial interiors, ladies retail boutique and facilitating financial planning subjects. Today, it is gratifying for me to see profitable private enterprise succeed. I have a strong background in business management, strategic business planning, sales, customer engagement and policy and procedure.


  • HR-
  • Finance-
  • Management-
  • Marketing-
  • Planning-
  • Relationships-
  • Sales-


  • Education and training-
  • Financial and insurance services-
  • Administrative and support services-

Spoken Languages:

State: Victoria

Primary Locations:

  • Wangaratta-
  • North East VIC-

Mentoring available by:

  • In Person, Face to Face in (Victoria) or by Phone and online

I can also deliver mentoring by phone and online

Current Occupation:

SBMS Mentor and I conduct courses involving the stock market. As well as being retired.

Detailed CV:

2002 to 2012 - Nine dots Consulting Consulting and facilitating Financial planning courses - this was my own business.

1991 to 2002 - State manager, Royal and Sun Alliance. Life Insurance and Superannuation

1990 to 1991 - Mawsons, State manager, Multi agency for Life insurance



  • Cert IV Training and Assessment