Richard John Petrusma
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000278638
- Location
- Osborne Park WA 6017
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 21 March 2022
- First provided advice
- 1994
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia Limited (2007); ASX Listed Products Accreditation Course (LPAC), Alpha Structured Investments Pty Ltd (2010); Self Managed Superannuation Funds, Kaplan Professional (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Richard John Petrusma
Richard John Petrusma is a financial adviser in Osborne Park, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000278638.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 21 March 2022.
The register records 1994 as the year Richard first provided financial advice. The qualifications listed for Richard include Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2007), ASX Listed Products Accreditation Course (LPAC) (Alpha Structured Investments Pty Ltd, 2010) and Self Managed Superannuation Funds (Kaplan Professional, 2018). 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 government debentures, stocks and bonds, among 7 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 Petrusma a registered financial adviser?
Yes. Richard John Petrusma is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000278638.
Which licensee does Richard John Petrusma work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Richard John Petrusma give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.