Daniel Robert Richards
Financial Adviser in Rosny Park, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000376874
- Location
- Rosny Park TAS 7018
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 8 August 2015
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce, University of Tasmania (2000); Diploma of Financial Services (Financial Planning), Kaplan (2010); Self Managed Superannuation Funds, Kaplan Professional (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2012); Ethics and Professionalism in Financial Advice, Kaplan (2019); Accredited Listed Product Adviser (ALPA), Kaplan Professional (2025)
- Memberships
- CA - Chartered Accountants (CA); Chartered Accountants Australia and New Zealand (CA ANZ)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Robert Richards
Daniel Robert Richards is a financial adviser in Rosny Park, Tasmania, listed on the Financial Advisers Register kept by ASIC under adviser number 000376874.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. The current authorisation started on 8 August 2015.
According to the register, Daniel first provided financial advice in 2010. The qualifications listed for Daniel include Bachelor of Commerce (University of Tasmania, 2000), Diploma of Financial Services (Financial Planning) (Kaplan, 2010) and Self Managed Superannuation Funds (Kaplan Professional, 2011). Daniel is recorded as a member of CA – Chartered Accountants (CA) and Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice 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 Daniel Robert Richards a registered financial adviser?
Yes. Daniel Robert Richards is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000376874.
Which licensee does Daniel Robert Richards work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Daniel Robert 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.