Financial Adviser
· SYDNEY, NSW
Raymond Albrighton
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000441069
Raymond Albrighton is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. Raymond is currently authorised under Private Wealth Partners Group Pty Limited. Raymond 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 FPA. Raymond is a member of CFP - Certified Financial Planner (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce
University of Wollongong
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2006
Certified Financial Planner
FPA
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
ANNOUNCER FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register