Financial Adviser · BARDEN RIDGE, NSW

Richard Kerkmez

40 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003340

Richard Kerkmez is a financial adviser based in Barden Ridge, New South Wales, with 40 years of experience in the financial services industry. Richard is currently authorised under Lifespan Financial Planning Pty Ltd. Richard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Equivalent to Advanced Diploma of Financial Planning from Financial Planning Association of Australia. Richard is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Advising
Securities Institute of Australia
2005
Equivalent to Advanced Diploma of Financial Planning
Financial Planning Association of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Self Managed Superannuation Funds
Kaplan Professional Education

Registration History

Jul 2019 - Present Current
Feb 2004 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register