Christine Leanne Richards
Financial Adviser in Rivervale, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000314950
- Location
- Rivervale WA 6103
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 21 July 2020
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, Deakin University (1997); Graduate Diploma (ICAA), Chartered Accountants Australia and New Zealand (2004); Graduate Certificate in Financial Planning, Finsia (2007); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- Memberships
- CA - Chartered Accountants Australia and New Zealand; Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Christine Leanne Richards
Christine Leanne Richards is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rivervale, Western Australia (adviser number 000314950).
The licensee Christine advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 21 July 2020.
According to the register, Christine first provided financial advice in 2007. Qualifications and training on file include Bachelor of Commerce (Deakin University, 1997), Graduate Diploma (ICAA) (Chartered Accountants Australia and New Zealand, 2004) and Graduate Certificate in Financial Planning (Finsia, 2007). Professional memberships recorded: CA – Chartered Accountants Australia and New Zealand and Financial Advice Association of Australia (FAAA).
Christine is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Christine Leanne Richards a registered financial adviser?
Yes. Christine Leanne Richards is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000314950.
Which licensee does Christine Leanne Richards work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Christine Leanne Richards give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."