Richard James Goudie
Financial Adviser in Horsham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264938
- Location
- Horsham VIC 3400
- Licensee
- Horsham Licensing Services Pty Ltd (AFSL 552144)
- Authorised since
- 7 February 2024
- First provided advice
- 1997
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); FPC001B Economic & Legal Context for Financial Planning, Kaplan Professional (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2022); Introduction to Self Managed Superannuation Funds, KAPLAN (2024)
- Memberships
- Accredited Aged Care Professional; CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA)
- 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 Goudie
On the Financial Advisers Register kept by ASIC, Richard James Goudie appears as a current financial adviser in Horsham, Victoria, adviser number 000264938.
Advice is given under the Australian financial services licence of Horsham Licensing Services Pty Ltd, licence number 552144. That authorisation dates from 7 February 2024.
According to the register, Richard first provided financial advice in 1997. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000), FPC001B Economic & Legal Context for Financial Planning (Kaplan Professional, 2020) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Richard is recorded as a member of Accredited Aged Care Professional, CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
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 Richard James Goudie a registered financial adviser?
Yes. Richard James Goudie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264938.
Which licensee does Richard James Goudie work under?
Horsham Licensing Services Pty Ltd, Australian financial services licence 552144.
What can Richard James Goudie 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.