Financial Adviser · SYDNEY, NSW

Anthony Norman Richard-preston

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000392984

Anthony Norman Richard-preston is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Anthony is currently authorised under Vivid Financial Planning Pty Ltd. Anthony 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 Master of Laws (Corporate, Commercial & Tax) from University of New South Wales. Anthony is a member of Finance Brokers Association of Australia (FBAA), Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australia.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2001
Diploma of Financial Planning
Deakin University
2003
Bachelor of Commerce (Accounting, Banking & Finance)
Griffith University
2003
Bachelor of Laws
Griffith University
2007
Master of Laws (Corporate, Commercial & Tax)
University of New South Wales
2018
Certificate IV in Finance and Mortgage Broking
Kaplan

Registration History

May 2024 - Present Current
Jan 2020 - Mar 2024 Ceased
Mar 2017 - Jan 2020 Ceased
Sep 2016 - Mar 2017 Ceased
Provide general and personal financial product advice to wholesale and retail clients in life risk insurance products and superannuation.
Jul 2012 - Aug 2016 Ceased
TASMAN FUNDS LP
Dec 2010 - Mar 2012 Ceased
Jan 2007 - Jan 2010 Ceased

Source: ASIC Financial Advisers Register