Richard James Wright
Financial Adviser in Charlestown, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001243155
- Location
- Charlestown NSW 2290
- Licensee
- Avalonfs Pty Ltd (AFSL 437518)
- Authorised since
- 13 November 2024
- First provided advice
- 2016
- Qualifications
- Bachelor Commerce (Finance & Economics), University of Wollongong (2005); Diploma Financial Services FNS50104, Quantum Financial Training (2009); Diploma Financial Planning FNS50615, Kaplan Professional (2016); Advanced Diploma Financial Planning FNS60415, Kaplan Professional (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- 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 Wright
Richard James Wright is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Charlestown, New South Wales (adviser number 001243155).
Richard provides advice as an authorised representative of Avalonfs Pty Ltd, which holds Australian financial services licence 437518. That authorisation dates from 13 November 2024.
According to the register, Richard first provided financial advice in 2016. The qualifications listed for Richard include Bachelor Commerce (Finance & Economics) (University of Wollongong, 2005), Diploma Financial Services FNS50104 (Quantum Financial Training, 2009) and Diploma Financial Planning FNS50615 (Kaplan Professional, 2016). Richard is recorded as a member of 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 Wright a registered financial adviser?
Yes. Richard James Wright is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001243155.
Which licensee does Richard James Wright work under?
Avalonfs Pty Ltd, Australian financial services licence 437518.
What can Richard James Wright 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.