Financial Adviser · SYDNEY, NSW

Richard Wyn Pritchard

11 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001234210

Richard Wyn Pritchard is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Richard is currently authorised under Fiducian Financial Services 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 Bachelor of Engineering (Honours) in Civil Engineering from University Of Brighton. Richard is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not authorised to provide Margin Lending advice.

Authorised to provide tax financial advice services

Qualifications and Training

1992

Bachelor of Engineering (Honours) in Civil Engineering

University Of Brighton

2013

Diploma of Financial Planning

International Institute of Technology Pty Ltd (IIT)

2014

Advanced Diploma of Financial Planning

International Institute of Technology Pty Ltd (IIT)

2015

Certificate IV in Finance and Mortgage Broking

International Institute of Technology Pty Ltd (IIT)

2025

FPC001B Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2025

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Professional

2025

FPETH501A Ethics & Professional Standards for Financial Advisers

Ethics - TAFE NSW

Registration History

Fiducian Financial Services Pty Ltd

Jan 2023 - Present Current

Not authorised to provide Margin Lending advice.

Charter Financial Planning Limited

Aug 2015 - Jan 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register