Paul Gordon Rickard
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006744
- Location
- Sydney NSW 2000
- Licensee
- Switzer Financial Group Pty Ltd (AFSL 286531)
- Authorised since
- 1 June 2010
- First provided advice
- 1995
- Qualifications
- Bachelor of Science, University of Sydney (1981); Diploma of Financial Planning, Financial Planning Association via RMIT (1994); Advanced Diploma of Financial Services (Financial Planning), Financial Planning Association of Australia (2005); Self- Managed Superannuation Funds, Kaplan Professional (2010)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- 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 Paul Gordon Rickard
Paul Gordon Rickard is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001006744.
Advice is given under the Australian financial services licence of Switzer Financial Group Pty Ltd, licence number 286531. The current authorisation started on 1 June 2010.
The register records 1995 as the year Paul first provided financial advice. The qualifications listed for Paul include Bachelor of Science (University of Sydney, 1981), Diploma of Financial Planning (Financial Planning Association via RMIT, 1994) and Advanced Diploma of Financial Services (Financial Planning) (Financial Planning Association of Australia, 2005). Paul is recorded as a member of Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice 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 Paul Gordon Rickard a registered financial adviser?
Yes. Paul Gordon Rickard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006744.
Which licensee does Paul Gordon Rickard work under?
Switzer Financial Group Pty Ltd, Australian financial services licence 286531.
What can Paul Gordon Rickard 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.