Financial Adviser
· MILSONS POINT, NSW
Benjamin Carlton Richards
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000414356
Benjamin Carlton Richards is a financial adviser based in Milsons Point, New South Wales, with 26 years of experience in the financial services industry. Benjamin is currently authorised under Alliance Wealth Pty Ltd. Benjamin 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 Economics from University of Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Economics
University of Sydney
2005
Graduate Diploma of Financial Planning
Securities Institute
2009
Self Managed Superannuation Funds
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register