Financial Adviser
· SYDNEY, NSW
Richard Dennis Mcgrath
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000899
Richard Dennis Mcgrath is a financial adviser based in Sydney, New South Wales, with 30 years of experience in the financial services industry. Richard is currently authorised under Kemosabe Capital Pty Ltd. Richard 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. Richard is a member of FINSIA, Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1998
Diploma of Financial Markets
Securities Institute
1999
Certified Financial Planner
FPA
1999
Diploma of Financial Planning
FPA
2002
Master of Commerce (Financial Planning)
University of Western Sydney
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional