Peter Andrew Richards
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000232471
- Location
- Sydney NSW 2000
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 15 September 2020
- First provided advice
- 1990
- Qualifications
- Bachelor of Engineering, University of Adelaide (1989); Graduate Diploma in Applied Finance and Investment, The Securities Institute of Australia (1994); Certified Financial Planner, Financial Planning Association of Australia (1996); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Master of Financial Planning, Griffith University (2022)
- Memberships
- Australian Institute of Company Directors; Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA); SMSF Association; Tax Practitioners Board (TPB)
- 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 Peter Andrew Richards
On the Financial Advisers Register kept by ASIC, Peter Andrew Richards appears as a current financial adviser in Sydney, New South Wales, adviser number 000232471.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. The current authorisation started on 15 September 2020.
The register records 1990 as the year Peter first provided financial advice. Qualifications and training on file include Bachelor of Engineering (University of Adelaide, 1989), Graduate Diploma in Applied Finance and Investment (The Securities Institute of Australia, 1994) and Certified Financial Planner (Financial Planning Association of Australia, 1996). Peter is recorded as a member of Australian Institute of Company Directors, Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).
Peter 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 Peter Andrew Richards a registered financial adviser?
Yes. Peter Andrew Richards is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000232471.
Which licensee does Peter Andrew Richards work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Peter Andrew 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.