Richard Purchase
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000288258
- Location
- Sydney NSW 2000
- Licensee
- Guideway Financial Services Pty Ltd (AFSL 420367)
- Authorised since
- 19 July 2018
- First provided advice
- 2005
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning) (FNS60404), Tribeca (2006); CFP Certification Program, Financial Advice Association of Australia Limited (2007); Master of Business Administration (Personal Financial Planning), University of Southern Queensland (2009)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.
- Tax (financial) advice
- Yes
- Register status
- Current
About Richard Purchase
Richard Purchase is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000288258).
Richard provides advice as an authorised representative of Guideway Financial Services Pty Ltd, which holds Australian financial services licence 420367. That authorisation dates from 19 July 2018.
According to the register, Richard first provided financial advice in 2005. The qualifications listed for Richard include Advanced Diploma of Financial Services (Financial Planning) (FNS60404) (Tribeca, 2006), CFP Certification Program (Financial Advice Association of Australia Limited, 2007) and Master of Business Administration (Personal Financial Planning) (University of Southern Queensland, 2009). 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 deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.”
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Questions people ask
Is Richard Purchase a registered financial adviser?
Yes. Richard Purchase is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000288258.
Which licensee does Richard Purchase work under?
Guideway Financial Services Pty Ltd, Australian financial services licence 420367.
What can Richard Purchase 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. It also records this restriction: "Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised."