Financial Adviser
· GREGORY HILLS, NSW
Richard Adam Basa
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001320288
Richard Adam Basa is a financial adviser based in Gregory Hills, New South Wales. 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 Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services (Financial Planning)
Financial Services Training & Assessment Pty Ltd
2024
Graduate Diploma of Financial Planning
Kaplan Professional
2025
SMSF Regulations and Taxation
Kaplan Professional