Financial Adviser
· AITKENVALE, QLD
Richard Andrew Westcott
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000356028
Richard Andrew Westcott is a financial adviser based in Aitkenvale, Queensland, with 16 years of experience in the financial services industry. Richard is currently authorised under Professional Investment 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 Commerce from JAMES COOK UNIVERSITY OF NORTH QUEENSLAND.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce
JAMES COOK UNIVERSITY OF NORTH QUEENSLAND
2010
Diploma of Financial Services (Financial Planning)
Kaplan
2010
Margin Lending
kaplan
2012
Self Managed Super Fund Course
Terra Cordis
Registration History
Source: ASIC Financial Advisers Register