Financial Adviser · SYDNEY, NSW

Richard Mead

27 Years experience
ASIC Registered · ADV 001006231

Richard Mead is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry. Richard is currently authorised under Morgan Stanley Wealth Management Australia Pty Ltd. Richard holds authorisations to advise on managed investments, securities, derivatives and deposit products. Their qualifications include a SDIA Accreditation Program Assessment from Securities & Derivatives Industry Association.

Authorised to Advise On

Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 1 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

Qualifications and Training

2002
SDIA Accreditation Program Assessment
Securities & Derivatives Industry Association
2010
Margin Lending Accreditation Program
Stockbrokers Association of Australia

Registration History

Mar 2004 - Present Current
Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 1 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

Source: ASIC Financial Advisers Register