Financial Adviser
· WIANGAREE, NSW
Tracey Richards
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261298
Tracey Richards is a financial adviser based in Wiangaree, New South Wales, with 8 years of experience in the financial services industry. Tracey is currently authorised under Gill And Co Advisory Pty Ltd. Tracey 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 Master of Business Administration from Southern Cross University (SCU). Tracey 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
Authorised to provide tax financial advice services
Qualifications and Training
2005
Master of Business Administration
Southern Cross University (SCU)
2018
Industry Standard Education
- Kaplan Professional
2019
Graduate Diploma Financial Planning
Kaplan
2020
FASEA
FASEA
2022
Ethics
Ethics - Kaplan
Registration History
SMART SOLUTIONS GROUP (AUST) PTY LTD
Authorised in MDA services, which is restricted to Limited Authority to Operate services.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