Richard Dennis McGrath
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000899
- Location
- Sydney NSW 2001
- Licensee
- Kemosabe Capital Pty Ltd (AFSL 289009)
- Authorised since
- 28 October 2005
- First provided advice
- 1996
- Qualifications
- Diploma of Financial Markets, Securities Institute (1998); Certified Financial Planner, FPA (1999); Diploma of Financial Planning, FPA (1999); Master of Commerce (Financial Planning), University of Western Sydney (2002); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- Memberships
- FINSIA; Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Richard Dennis McGrath
Richard Dennis McGrath is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001000899).
The licensee Richard advises under is Kemosabe Capital Pty Ltd (AFS licence 289009). The current authorisation started on 28 October 2005.
The register records 1996 as the year Richard first provided financial advice. Qualifications and training on file include Diploma of Financial Markets (Securities Institute, 1998), Certified Financial Planner (FPA, 1999) and Diploma of Financial Planning (FPA, 1999). Richard is recorded as a member of FINSIA, Financial Advice Association of Australia (FAAA) and SMSF Association.
Richard 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 Richard Dennis McGrath a registered financial adviser?
Yes. Richard Dennis McGrath is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000899.
Which licensee does Richard Dennis McGrath work under?
Kemosabe Capital Pty Ltd, Australian financial services licence 289009.
What can Richard Dennis McGrath 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.