Financial Adviser · MAITLAND, NSW

Richard John Boyle

50 Years experience
Tax advice
authorised
ASIC Registered · ADV 000406151

Richard John Boyle is a financial adviser based in Maitland, New South Wales, with 50 years of experience in the financial services industry. Richard is currently authorised under Matrix Planning Solutions Limited. 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 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

Restrictions: Excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Planning
Financial Planning Association of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional Education

Registration History

Sep 2021 - Present Current
Excludes SMSF
A.C.N. 133 593 012 PTY LTD
Jun 2011 - Sep 2021 Ceased
Excludes SMSF

Source: ASIC Financial Advisers Register