Lyall Richardson
Financial Adviser in Warners Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003925
- Location
- Warners Bay NSW 2282
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 27 November 2019
- First provided advice
- 2007
- Qualifications
- Bachelor of Applied Finance, Macquarie University (2004); Diploma of Financial Services (Financial Planning), GWM Adviser Services/Three Sixty (2005); Advanced Diploma of Financial Services (Financial Planning), GWM Adviser Services/Three Sixty (2007); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- Memberships
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Lyall Richardson
On the Financial Advisers Register kept by ASIC, Lyall Richardson appears as a current financial adviser in Warners Bay, New South Wales, adviser number 001003925.
Lyall provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 27 November 2019.
According to the register, Lyall first provided financial advice in 2007. Qualifications and training on file include Bachelor of Applied Finance (Macquarie University, 2004), Diploma of Financial Services (Financial Planning) (GWM Adviser Services/Three Sixty, 2005) and Advanced Diploma of Financial Services (Financial Planning) (GWM Adviser Services/Three Sixty, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Lyall 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.
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Questions people ask
Is Lyall Richardson a registered financial adviser?
Yes. Lyall Richardson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003925.
Which licensee does Lyall Richardson work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Lyall Richardson 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.