Financial Adviser
· SYDNEY, NSW
Richard Schall
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005813
Richard Schall is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. Richard is currently authorised under Canaccord Genuity Financial Limited. Richard holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Accounting) from University of Canberra. Richard is a member of Tax Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Commerce (Accounting)
University of Canberra
2006
Diploma of Financial Services (Financial Planning)
Mentor Education
2010
Margin Lending
Stockbrokers Association of Australia
2017
Professional Diploma in Stockbroking
SIAA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
Relevant Provider Exam
FASEA