Richard John Leal
Financial Adviser in Fortitude Valley, Queensland, Australia
Review Richard John Leal
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000327265
- Location
- Fortitude Valley QLD 4006
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 3 December 2024
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce in Financial Planning and Investments., Griffith University (2007); Margin Lending, Monarch Institute (2015); Self Managed Superannuation Funds, Monarch Institute (2015); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2025)
- Advice areas
- superannuation, 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 Leal
On the Financial Advisers Register kept by ASIC, Richard John Leal appears as a current financial adviser in Fortitude Valley, Queensland, adviser number 000327265.
Richard provides advice as an authorised representative of Millennium 3 Financial Services Pty Ltd, which holds Australian financial services licence 244252. That authorisation dates from 3 December 2024.
The register records 2008 as the year Richard first provided financial advice. Qualifications and training on file include Bachelor of Commerce in Financial Planning and Investments. (Griffith University, 2007), Margin Lending (Monarch Institute, 2015) and Self Managed Superannuation Funds (Monarch Institute, 2015).
Richard is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Richard John Leal here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Richard John Leal a registered financial adviser?
Yes. Richard John Leal is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327265.
Which licensee does Richard John Leal work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Richard John Leal give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.