Richard Randall Roberts Maggi
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001713
- Location
- Perth WA 6000
- Licensee
- Westmount Securities Pty Ltd (AFSL 225715)
- Authorised since
- 18 February 2003
- First provided advice
- 1989
- Qualifications
- Certificate in Financial Markets, Securities Institute of Australia (1996); Certified Financial Planner, Financial Planning Association of Australia (1999); Diploma of Financial Planning, Deakin University (1999); Certificate IV (Finance Broking), Tribeca Education (2007); Ethics & Professionalism in Financial Advice, Kaplan Higher Education (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Richard Randall Roberts Maggi
Richard Randall Roberts Maggi is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001001713.
Richard provides advice as an authorised representative of Westmount Securities Pty Ltd, which holds Australian financial services licence 225715. The current authorisation started on 18 February 2003.
The register records 1989 as the year Richard first provided financial advice. The qualifications listed for Richard include Certificate in Financial Markets (Securities Institute of Australia, 1996), Certified Financial Planner (Financial Planning Association of Australia, 1999) and Diploma of Financial Planning (Deakin University, 1999). 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 9 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 Randall Roberts Maggi a registered financial adviser?
Yes. Richard Randall Roberts Maggi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001713.
Which licensee does Richard Randall Roberts Maggi work under?
Westmount Securities Pty Ltd, Australian financial services licence 225715.
What can Richard Randall Roberts Maggi 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.