Richard John Stone
Financial Adviser in Kingsley, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238243
- Location
- Kingsley WA 6026
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 4 April 2016
- First provided advice
- 2015
- Qualifications
- 8 unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (2004); Fellow, Chartered Financial Practitioner, Asia Pacific Financial Services Association (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Securities: Securities: advice is limited to approved model portfolios only. Superannuation: Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Richard John Stone
On the Financial Advisers Register kept by ASIC, Richard John Stone appears as a current financial adviser in Kingsley, Western Australia, adviser number 001238243.
The licensee Richard advises under is Ri Advice Group Pty Ltd (AFS licence 238429). That authorisation dates from 4 April 2016.
According to the register, Richard first provided financial advice in 2015. Qualifications and training on file include 8 unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2004), Fellow, Chartered Financial Practitioner (Asia Pacific Financial Services Association, 2016) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2021). Professional memberships recorded: 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Securities: Securities: advice is limited to approved model portfolios only. Superannuation: Not authorised to provide SMSF advice.”
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Questions people ask
Is Richard John Stone a registered financial adviser?
Yes. Richard John Stone is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238243.
Which licensee does Richard John Stone work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Richard John Stone give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts. It also records this restriction: "Securities: Securities: advice is limited to approved model portfolios only. Superannuation: Not authorised to provide SMSF advice."