Financial Adviser
· WARNERS BAY, NSW
Lyall Richardson
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003925
Lyall Richardson is a financial adviser based in Warners Bay, New South Wales, with 19 years of experience in the financial services industry. Lyall is currently authorised under Capstone Financial Planning Pty Ltd. Lyall 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 Financial Planning Association of Australia (FPA). Lyall is a member of 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Applied Finance
Macquarie University
2005
Diploma of Financial Services (Financial Planning)
GWM Adviser Services/Three Sixty
2007
Advanced Diploma of Financial Services (Financial Planning)
GWM Adviser Services/Three Sixty
2011
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register