Richie Sorensen
Financial Adviser in Coffs Harbour, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000423727
- Location
- Coffs Harbour NSW 2450
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 30 November 2015
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce, University of Western Sydney (2001); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Self Managed Superannuation Funds, Kaplan Professional (2016); Ethics and Professionalism in Financial Advice, Kaplan Professional (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, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Richie Sorensen
Richie Sorensen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Coffs Harbour, New South Wales (adviser number 000423727).
Advice is given under the Australian financial services licence of Findex Advice Services Pty Ltd, licence number 243253. The current authorisation started on 30 November 2015.
The register records 2012 as the year Richie first provided financial advice. The qualifications listed for Richie include Bachelor of Commerce (University of Western Sydney, 2001), Advanced Diploma of Financial Planning (Kaplan Professional, 2015) and Self Managed Superannuation Funds (Kaplan Professional, 2016). Richie 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.
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Questions people ask
Is Richie Sorensen a registered financial adviser?
Yes. Richie Sorensen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000423727.
Which licensee does Richie Sorensen work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Richie Sorensen 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.