Richard Cai
Our advisors

Richard Cai

Together we don’t just balance books; we balance dreams, turning aspirations into fiscal realities. Join us in crafting success stories, where your ambitions become our mission, and together, we redefine the narrative of financial triumph. Richard Cai

Professional experience

Richard, a Partner within our Sydney Business Advisory team, specialises in taxation and outsourced Chief Financial Officer (CFO) advisory services. His influence extends across diverse sectors, including banking and finance, property and construction, charities, funds, retail, and fintech start-ups.

Known for his collaborative approach, Richard goes beyond traditional accounting to build strong client relationships based on trust and transparency. His commitment extends to actively involve clients in the development of enduring strategies that withstand the test of time.

Richard's client portfolio includes ASX-listed companies, international enterprises, large private groups, and high-net-worth individuals. Notably, he has served as an external adviser for a property fund with gross assets exceeding $1 billion across Australia, New Zealand, the UK, and the US. Additionally, Richard has showcased his versatility by serving as the CFO for two emerging fintech start-ups.

Outside the boardroom, Richard demonstrates a commitment to the community through both charitable and volunteer work. His role as the honorary Treasurer at the Knox Grammar School (Wahroonga Prep) Parents’ Association from 2019 to 2021 reflects his dedication to making a positive impact beyond his professional endeavors.

Richard is proficient in multiple languages including; English, Mandarin and Shanghainese.

Qualifications and memberships

  • • Bachelor of Commerce – Professional Accounting with Vice Chancellor’s Commendation for Academic Excellence
  • • Member of Chartered Accountants Australia & New Zealand (CA ANZ)
  • • Member of Tax Institute of Australia
  • • Registered Tax Agent

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