Richard John Lovell
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247689
- Location
- Adelaide SA 5000
- Licensee
- Hillross Financial Services Limited (AFSL 232705)
- Authorised since
- 1 January 2004
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce (Corporate Finance), University of Adelaide (1999); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2004); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2005)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Richard John Lovell
Richard John Lovell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 000247689).
Advice is given under the Australian financial services licence of Hillross Financial Services Limited, licence number 232705. The current authorisation started on 1 January 2004.
According to the register, Richard first provided financial advice in 2002. Qualifications and training on file include Bachelor of Commerce (Corporate Finance) (University of Adelaide, 1999), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2004).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Richard John Lovell a registered financial adviser?
Yes. Richard John Lovell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247689.
Which licensee does Richard John Lovell work under?
Hillross Financial Services Limited, Australian financial services licence 232705.
What can Richard John Lovell 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."