Financial Adviser
· SYDNEY, NSW
Ashleigh Richardson
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269995
Ashleigh Richardson is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Ashleigh is currently authorised under Macquarie Bank Limited. Ashleigh 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 Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Superannuation excludes SMSFs and Securities excludes Direct Equities
Excludes Self-Managed Superannuation Funds
Excludes Self-Managed Super Funds
Source: ASIC Financial Advisers Register