Richard McErlean
Financial Adviser in Loganholme, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000404750
- Location
- Loganholme QLD 4129
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 18 November 2020
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2005); Self Managed Superannuation Funds Course, Kaplan Professional (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education (2025)
- Memberships
- FBAA - Finance Brokers Association of Australia
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Richard McErlean
Richard McErlean is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Loganholme, Queensland (adviser number 000404750).
Richard provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 18 November 2020.
According to the register, Richard first provided financial advice in 2001. The qualifications listed for Richard include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2005), Self Managed Superannuation Funds Course (Kaplan Professional, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010). Professional memberships recorded: FBAA – Finance Brokers Association of Australia.
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts, 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 McErlean a registered financial adviser?
Yes. Richard McErlean is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000404750.
Which licensee does Richard McErlean work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Richard McErlean give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.