Richard James Addison
Financial Adviser in Hawthorn East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000246531
- Location
- Hawthorn East VIC 3123
- Licensee
- Accru Wealth Management Pty Ltd (AFSL 238520)
- Authorised since
- 1 January 2004
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Business Marketing, RMIT University (2000); Bachelor of Business, Swinburne University (2002); Advanced Diploma of Financial Services, Financial Planning Association of Australia (2005); Graduate Diploma of Applied Finance and Investment, FINSIA (2008)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 James Addison
Richard James Addison is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hawthorn East, Victoria (adviser number 000246531).
Advice is given under the Australian financial services licence of Accru Wealth Management Pty Ltd, licence number 238520. The current authorisation started on 1 January 2004.
The register records 2004 as the year Richard first provided financial advice. The qualifications listed for Richard include Advanced Diploma of Business Marketing (RMIT University, 2000), Bachelor of Business (Swinburne University, 2002) and Advanced Diploma of Financial Services (Financial Planning Association of Australia, 2005). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
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 James Addison a registered financial adviser?
Yes. Richard James Addison is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246531.
Which licensee does Richard James Addison work under?
Accru Wealth Management Pty Ltd, Australian financial services licence 238520.
What can Richard James Addison 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.