David Timothy Richardson
Financial Adviser in Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001190
- Location
- Wollongong NSW 2500
- Licensee
- Symes Warne & Associates Pty Ltd (AFSL 241050)
- Authorised since
- 30 December 2003
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce (Accounting and Finance), Univeristy of Wollongong (1997); Master of Commerce (Finance), University of Wollongong (1998); Graduate Diploma of Financial Planning, Financial Services Institute of Australia (2000); Certified Financial Planner, FAAA (2003); Certified Practising Accountant, CPA Australia (2008)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Timothy Richardson
David Timothy Richardson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wollongong, New South Wales (adviser number 001001190).
The licensee David advises under is Symes Warne & Associates Pty Ltd (AFS licence 241050). That authorisation dates from 30 December 2003.
According to the register, David first provided financial advice in 1998. The qualifications listed for David include Bachelor of Commerce (Accounting and Finance) (Univeristy of Wollongong, 1997), Master of Commerce (Finance) (University of Wollongong, 1998) and Graduate Diploma of Financial Planning (Financial Services Institute of Australia, 2000). David is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 David Timothy Richardson a registered financial adviser?
Yes. David Timothy Richardson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001190.
Which licensee does David Timothy Richardson work under?
Symes Warne & Associates Pty Ltd, Australian financial services licence 241050.
What can David Timothy Richardson give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.