Benjamin Carlton Richards
Financial Adviser in Milsons Point, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000414356
- Location
- Milsons Point NSW 2061
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 2 October 2021
- First provided advice
- 2000
- Qualifications
- Bachelor of Economics, University of Sydney (1998); Graduate Diploma of Financial Planning, Securities Institute (2005); Self Managed Superannuation Funds, Kaplan Professional (2009); Margin Lending and Geared Investments, Kaplan Professional (2010)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Carlton Richards
Benjamin Carlton Richards is a financial adviser in Milsons Point, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000414356.
Benjamin provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 2 October 2021.
The register records 2000 as the year Benjamin first provided financial advice. Qualifications and training on file include Bachelor of Economics (University of Sydney, 1998), Graduate Diploma of Financial Planning (Securities Institute, 2005) and Self Managed Superannuation Funds (Kaplan Professional, 2009).
Benjamin is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Benjamin Carlton Richards a registered financial adviser?
Yes. Benjamin Carlton Richards is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000414356.
Which licensee does Benjamin Carlton Richards work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Benjamin Carlton Richards give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.