Simone Richardson
Financial Adviser in Hawthorn East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000443931
- Location
- Hawthorn East VIC 3123
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 1 July 2020
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), MLC ThreeSixty (2003); Policy Statement 146 Knowledge Assessment, Tribeca Learning (2005); Advanced Diploma of Financial Services (Financial Planning), MLC ThreeSixty (2007); Bachelor of Business, Swinburne University of Technology (2013); Accredited Listed Product Adviser Program, Kaplan Professional (2017); Self Managed Superannuation Fund Adviser (Personal Advice) Program, Mentor Education (2017); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Simone Richardson
On the Financial Advisers Register kept by ASIC, Simone Richardson appears as a current financial adviser in Hawthorn East, Victoria, adviser number 000443931.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 1 July 2020.
According to the register, Simone first provided financial advice in 2004. The qualifications listed for Simone include Diploma of Financial Services (Financial Planning) (MLC ThreeSixty, 2003), Policy Statement 146 Knowledge Assessment (Tribeca Learning, 2005) and Advanced Diploma of Financial Services (Financial Planning) (MLC ThreeSixty, 2007).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Simone Richardson a registered financial adviser?
Yes. Simone Richardson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000443931.
Which licensee does Simone Richardson work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Simone Richardson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.