Olivia Megan Richards
Financial Adviser in Frankston, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000466737
- Location
- Frankston VIC 3199
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 18 March 2019
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Planning, Tribecca (2005); Advanced Diploma of Financial Planning, Tribecca (2006); Bachelor of Business (Financial Planning), RMIT (2014); Self Managed Superannuation Funds, Kaplan Professional (2016); Accredited Listed Product Adviser Program, Kaplan Professional (2017); FPC002B, Kaplan Higher Education (2019)
- 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 Olivia Megan Richards
Olivia Megan Richards is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Frankston, Victoria (adviser number 000466737).
The licensee Olivia advises under is Personal Financial Services Ltd (AFS licence 234459). That authorisation dates from 18 March 2019.
According to the register, Olivia first provided financial advice in 2014. Qualifications and training on file include Diploma of Financial Planning (Tribecca, 2005), Advanced Diploma of Financial Planning (Tribecca, 2006) and Bachelor of Business (Financial Planning) (RMIT, 2014).
Olivia 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 Olivia Megan Richards a registered financial adviser?
Yes. Olivia Megan Richards is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000466737.
Which licensee does Olivia Megan Richards work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Olivia Megan 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.