Richard Asquith-Charlton
Financial Adviser in Mildura, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001244199
- Location
- Mildura VIC 3500
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 22 January 2024
- First provided advice
- 2016
- Qualifications
- Bachelor of Arts, University of Durham (1991); Graduate Diploma of Financial Management, The University of New England (2001); Professional Certificate in Self-Managed Superannuation, The University of Adelaide (2008); SMSF Specialist Advisor, SMSF Association (2009); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- Memberships
- CPA Australia (CPA); SMSF Association
- Advice areas
- superannuation
- Tax (financial) advice
- Yes
- Register status
- Current
About Richard Asquith-Charlton
Richard Asquith-Charlton is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mildura, Victoria (adviser number 001244199).
The licensee Richard advises under is Findex Advice Services Pty Ltd (AFS licence 243253). That authorisation dates from 22 January 2024.
The register records 2016 as the year Richard first provided financial advice. Qualifications and training on file include Bachelor of Arts (University of Durham, 1991), Graduate Diploma of Financial Management (The University of New England, 2001) and Professional Certificate in Self-Managed Superannuation (The University of Adelaide, 2008). Richard is recorded as a member of CPA Australia (CPA) and SMSF Association.
The authorisation covers advice on superannuation. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Richard Asquith-Charlton a registered financial adviser?
Yes. Richard Asquith-Charlton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001244199.
Which licensee does Richard Asquith-Charlton work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Richard Asquith-Charlton give advice on?
The register lists these advice areas: superannuation.