Richard John Boyle
Financial Adviser in Maitland, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000406151
- Location
- Maitland NSW 2320
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 14 September 2021
- First provided advice
- 1976
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2005); Margin Lending and Geared Investments, Kaplan Professional Education (2011)
- 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
- Restriction
- Excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Richard John Boyle
Richard John Boyle is a financial adviser in Maitland, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000406151.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 14 September 2021.
The register records 1976 as the year Richard first provided financial advice. The qualifications listed for Richard include Diploma of Financial Planning (Financial Planning Association of Australia, 2005) and Margin Lending and Geared Investments (Kaplan Professional Education, 2011). Richard is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
A further restriction is recorded on the register: “Excludes SMSF.”
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Questions people ask
Is Richard John Boyle a registered financial adviser?
Yes. Richard John Boyle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000406151.
Which licensee does Richard John Boyle work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Richard John Boyle 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. It also records this restriction: "Excludes SMSF."