Financial Adviser
· SYDNEY, NSW
Paul Gordon Rickard
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006744
Paul Gordon Rickard is a financial adviser based in Sydney, New South Wales, with 31 years of experience in the financial services industry since 1995. Paul is currently authorised under Switzer Financial Group Pty Ltd, operating through Switzer Financial Group. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Bachelor of Science from University of Sydney. Paul is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1981
Bachelor of Science
University of Sydney
1994
Diploma of Financial Planning
Financial Planning Association via RMIT
2005
Advanced Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia
2010
Self- Managed Superannuation Funds
Kaplan Professional