Richard John Dahl
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000261094
- Location
- Adelaide SA 5000
- Licensee
- FMD Advisory Services Pty Ltd (AFSL 232977)
- Authorised since
- 1 July 2019
- First provided advice
- 1996
- Qualifications
- Graduate Diploma of Applied Finance and Investments, Kaplan Higher Education Pty Limited (1995); Diploma of Financial Planning, Financial Planning Association (1996); Certified Financial Planner, Financial Planning Association (1997); SMSF Specialist Advisor, SMSF Association (2012); Certified Investment Management Analyst, Investment Management Consultants Association (2017); Ethics & Professional Standards for Financial Advisers, TAFE NSW (2020)
- Memberships
- FINSIA; Financial Advice Association of Australia (FAAA); Investments & Wealth Institute; 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 John Dahl
On the Financial Advisers Register kept by ASIC, Richard John Dahl appears as a current financial adviser in Adelaide, South Australia, adviser number 000261094.
Advice is given under the Australian financial services licence of FMD Advisory Services Pty Ltd, licence number 232977. The current authorisation started on 1 July 2019.
The register records 1996 as the year Richard first provided financial advice. The qualifications listed for Richard include Graduate Diploma of Applied Finance and Investments (Kaplan Higher Education Pty Limited, 1995), Diploma of Financial Planning (Financial Planning Association, 1996) and Certified Financial Planner (Financial Planning Association, 1997). Richard is recorded as a member of FINSIA, Financial Advice Association of Australia (FAAA) and Investments & Wealth Institute.
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 John Dahl a registered financial adviser?
Yes. Richard John Dahl is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000261094.
Which licensee does Richard John Dahl work under?
FMD Advisory Services Pty Ltd, Australian financial services licence 232977.
What can Richard John Dahl 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.