Financial Adviser · SYDNEY, NSW

Peter Andrew Richards

36 Years experience
Tax advice
authorised
ASIC Registered · ADV 000232471

Peter Andrew Richards is a financial adviser based in Sydney, New South Wales, with 36 years of experience in the financial services industry. Peter is currently authorised under Fortnum Private Wealth Ltd. Peter 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 Certified Financial Planner from Financial Planning Association of Australia. Peter is a member of Australian Institute of Company Directors, Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA), SMSF Association and Tax Practitioners Board (TPB).

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

1989
Bachelor of Engineering
University of Adelaide
1994
Graduate Diploma in Applied Finance and Investment
The Securities Institute of Australia
1996
Certified Financial Planner
Financial Planning Association of Australia
2020
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Master of Financial Planning
Griffith University

Registration History

Sep 2020 - Present Current
Mar 2014 - Sep 2020 Ceased
Aug 2007 - Mar 2013 Ceased

Source: ASIC Financial Advisers Register