Rick James Mereszko
Financial Adviser in Oxenford, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004987
- Location
- Oxenford QLD 4210
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 11 July 2022
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Margin Lending and Geared Investments, Kaplan Professional (2011); Graduate Diploma of Financial Planning, Kaplan Professional (2022); Tax for Financial Advising, Kaplan Professional (2025)
- 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
- Restriction
- Securities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Rick James Mereszko
Rick James Mereszko is a financial adviser in Oxenford, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001004987.
Rick provides advice as an authorised representative of Infocus Securities Australia Pty Ltd, which holds Australian financial services licence 236523. That authorisation dates from 11 July 2022.
According to the register, Rick first provided financial advice in 2008. The qualifications listed for Rick include Diploma of Financial Services (Financial Planning) (Mentor Education, 2008), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Rick is authorised to advise 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.
The register adds a condition to this authorisation: “Securities excludes direct equities advice.”
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Questions people ask
Is Rick James Mereszko a registered financial adviser?
Yes. Rick James Mereszko is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004987.
Which licensee does Rick James Mereszko work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Rick James Mereszko 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. It also records this restriction: "Securities excludes direct equities advice."