Financial Adviser · INGLEBURN, NSW

Richard Wakefield

23 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000239993

Richard Wakefield is a financial adviser based in Ingleburn, New South Wales, with 23 years of experience in the financial services industry. Richard is currently authorised under Alliance Wealth 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Richard is a member of Australian and New Zealand Institute of Insurance and Finance (ANZIIF) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Policy Statement 146 Knowledge assessment

Integratec

2004

Diploma of Financial Planning

Integratec

2006

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

Registration History

Alliance Wealth Pty Ltd

Jun 2024 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Ri Advice Group Pty Ltd

Apr 2021 - Jun 2024 Ceased

Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

FINANCIAL SERVICES PARTNERS PTY LIMITED

Oct 2003 - Apr 2021 Ceased

Government Debentures, Stocks or Bonds: Class of product only; Securities: Class of product only; Superannuation: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register