Alan Birchard
Financial Adviser in Nuriootpa, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239341
- Location
- Nuriootpa SA 5355
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 23 September 2025
- First provided advice
- 2003
- Qualifications
- 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (2005); Self Managed Superannuation Funds, Kaplan Professional (2010); Accredited Aged Care Professional, Aged Care Steps (2015); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alan Birchard
Alan Birchard is a financial adviser in Nuriootpa, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000239341.
Alan provides advice as an authorised representative of Ri Advice Group Pty Ltd, which holds Australian financial services licence 238429. The current authorisation started on 23 September 2025.
The register records 2003 as the year Alan first provided financial advice. The qualifications listed for Alan include 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia, 2005), Self Managed Superannuation Funds (Kaplan Professional, 2010) and Accredited Aged Care Professional (Aged Care Steps, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Alan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alan Birchard a registered financial adviser?
Yes. Alan Birchard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239341.
Which licensee does Alan Birchard work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Alan Birchard give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.