Richard Pritchard – Founder – Financial Adviser
Richard is a Financial Adviser and Representative (ARN: 1234210) of Fiducian Financial Services Pty Ltd (ABN 46 094 765 134), Australian Financial Services Licence 231103, Registered Office: Level 4, 1 York Street, Sydney NSW 2000.
Richard is a Financial Adviser with extensive experience across a broad range of financial products and services. He first transitioned to the financial services industry in 2001 after a career as a civil engineer and has had a broad experience of roles including Chairman, CEO and Non-Executive Director of ASX-listed companies, mainly involved with renewable energy. He has also worked in local government in Sydney managing multi-million-dollar asset portfolios.
Amy Lippis – Client Services & Advice Support Officer
Amy is a dedicated Client Services & Advice Support Officer with Monfinancial Services and Fiducian Financial Services Pty Ltd, based at the Nowra Office (NSW 2541). Amy brings great experience in the financial services industry, working across roles that have deepened her expertise in wealth creation, superannuation, centrelink, life and risk insurance, cash-flow and debt management, and estate planning.
Through her work in Nowra, Amy listens to clients needs and helps guide them through the financial advice process with care and clarity.
Lea Mae Chavez – Admin Support
Lea is an Administrative Assistant of Richard Pritchard (Adviser) at Mon Financial Services as part of Fiducian Financial Services, where she has provided dedicated support for almost two years. Lea plays a vital role in the smooth operation of the practice, handling a wide range of administrative and implementation tasks critical to client service delivery. She assists in the coordination and execution of financial planning processes, including document preparation, client communication, portfolio updates, and compliance requirements.
With strong attention to detail and a proactive approach, Lea ensures timely and efficient responses to client requests, supporting the adviser team in delivering a high standard of financial advice and service excellence. She continues to develop her knowledge of financial products, superannuation, insurance, and wealth management to further enhance client outcomes.
Jan Villasor – Admin Support
Jan is an Administrative Assistant of Richard Pritchard (Adviser) at Mon Financial Services as part of Fiducian Financial Services, where he plays an essential role in the firm’s operational efficiency, focusing on the Ongoing Service Agreements (OSA) process and the auditing of client files to ensure accuracy, compliance, and adherence to Mon Financial Services’ high professional standards. He works closely with the adviser team to maintain and monitor client records, track service commitments, and support the delivery of exceptional client care.
Jan continues to expand his expertise in financial services administration, compliance management, and client relationship support, contributing to the firm’s goal of delivering seamless, professional, and client-focused financial advice.
Jomark James Varron – Admin Support & IT Specialist
Jomark is an Administrative Assistant and IT Specialist of Richard Pritchard (Adviser) at Mon Financial Services as part of Fiducian Financial Services, bringing over a year of dedicated experience in providing comprehensive technical and administrative support to the advisory team. Leveraging his expertise as an IT specialist, Jomark ensures the integrity, efficiency, and security of client data management systems. His role encompasses maintaining and optimising digital infrastructures that support financial planning processes, document management, and secure communication channels within the firm.
Jomark’s proactive approach contributes significantly to Mon Financial Services’ commitment to innovation and operational excellence. He helps ensure that Mon Financial Services remains progressive, adaptive, and technologically aligned with the evolving landscape of financial advice and client management.