Sally Anne Richard
Financial Adviser in Young, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001247963
- Location
- Young NSW 2594
- Licensee
- Star & Co Financial Services Pty Limited (AFSL 484852)
- Authorised since
- 1 September 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Business (Accounting), Charles Sturt University Bathurst (1994); CA SMSF Specialist, Institute of Chartered Accountants (2013); Diploma of Financial Planning, Kaplan Professional (2015); Client Engagement Skills, Kaplan (2021); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Sally Anne Richard
Sally Anne Richard is a financial adviser in Young, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001247963.
Sally provides advice as an authorised representative of Star & Co Financial Services Pty Limited, which holds Australian financial services licence 484852. That authorisation dates from 1 September 2016.
According to the register, Sally first provided financial advice in 2016. Qualifications and training on file include Bachelor of Business (Accounting) (Charles Sturt University Bathurst, 1994), CA SMSF Specialist (Institute of Chartered Accountants, 2013) and Diploma of Financial Planning (Kaplan Professional, 2015). Sally is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sally Anne Richard a registered financial adviser?
Yes. Sally Anne Richard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001247963.
Which licensee does Sally Anne Richard work under?
Star & Co Financial Services Pty Limited, Australian financial services licence 484852.
What can Sally Anne Richard give advice on?
The register lists these advice areas: self-managed superannuation funds.