Financial Adviser · FOXGROUND, NSW

Richard Walter Sheargold

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000267354

Richard Walter Sheargold is a financial adviser based in Foxground, New South Wales, with 23 years of experience in the financial services industry. Richard is currently authorised under Balmedie Financial 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 Bachelor of Finance from UNE.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1989
Bachelor of Finance
UNE
1992
CPA
Association of CPA's
2002
Diploma of Financial Planning
FPA

Registration History

May 2013 - Present Current
VAN EYK ADVICE SERVICES PTY LIMITED
Mar 2012 - Aug 2013 Ceased
CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD
Jul 2006 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register