Financial Adviser · NORWEST, NSW

Richard Kim

NORWEST, NSW
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001270221
Licensee
Sydney, NSW (licence address on ASIC register)

About Richard Kim

Richard Kim is a financial adviser based in Norwest, New South Wales, with 8 years of experience in the financial services industry since 2018. Richard is currently authorised under Lfc Group. Richard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Richard's qualifications include a Master of Financial Planning from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2016
Diploma of Financial Planning
Monarch Institute
2017
Advanced Diploma of Financial Planning
Monarch Institute
2020
Master of Financial Planning
Griffith University

Registration History

Oct 2026 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jun 2020 - Jul 2024 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
A.C.N. 133 593 012 PTY LTD
Dec 2018 - Apr 2020 Ceased

Source: ASIC Financial Advisers Register