David Richardson
Financial Adviser in Milton, Queensland, Australia
Review David Richardson
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003924
- Location
- Milton QLD 4064
- Licensee
- Aia Financial Services Pty Limited (AFSL 231109)
- Authorised since
- 1 December 2021
- First provided advice
- 2002
- Qualifications
- Advanced Diploma of Financial Planning, Kaplan Professional (2018); Client Engagement Skills, Kaplan Professional (2021); Economic and Legal Context for Financial Planning, Kaplan Professional (2021); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Restriction
- Not authorised to provide Advice on SMSF's.
- Tax (financial) advice
- Yes
- Register status
- Current
About David Richardson
On the Financial Advisers Register kept by ASIC, David Richardson appears as a current financial adviser in Milton, Queensland, adviser number 001003924.
Advice is given under the Australian financial services licence of Aia Financial Services Pty Limited, licence number 231109. The current authorisation started on 1 December 2021.
According to the register, David first provided financial advice in 2002. Qualifications and training on file include Advanced Diploma of Financial Planning (Kaplan Professional, 2018), Client Engagement Skills (Kaplan Professional, 2021) and Economic and Legal Context for Financial Planning (Kaplan Professional, 2021). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
David is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide Advice on SMSF’s.”
Reviews
Nobody has reviewed David Richardson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Richardson a registered financial adviser?
Yes. David Richardson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003924.
Which licensee does David Richardson work under?
Aia Financial Services Pty Limited, Australian financial services licence 231109.
What can David Richardson give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; retirement savings accounts. It also records this restriction: "Not authorised to provide Advice on SMSF's."