Financial Adviser
· NEWCASTLE WEST, NSW
Richard Thomas Spilsbury
No disciplinary history on record with ASIC
1
Years experience
ASIC Registered · ADV 001313877
Richard Thomas Spilsbury is a financial adviser based in Newcastle West, New South Wales, with 1 year of experience in the financial services industry. Richard is currently authorised under Ord Minnett Limited. Richard holds authorisations to advise on superannuation, life insurance, managed investments and securities. Their qualifications include a Graduate Diploma of Financial Planning from Kaplan. Richard is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
2022
Graduate Certificate in Applied Finance
Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan
2026
SMSF Specialist Advisor
SMSF Association