Financial Adviser
· BRISBANE CITY, QLD
Paul Richardson
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005247
Paul Richardson is a financial adviser based in Brisbane City, Queensland, with 28 years of experience in the financial services industry. Paul is currently authorised under Ord Minnett Limited. Paul holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Accounting from Central Queensland University. Paul is a member of Fellow of Governance Institute of Australia Ltd and Fellow of the Institute of Chartered Secretaries and Administrators.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Accounting
Central Queensland University
2014
Diploma of Financial Service (Financial Planning)
Kaplan
2016
Graduate Diploma of Applied Corporate Governance
Governance Institute of Australia
2021
Graduate Diploma of Financial Planning
Kaplan
Registration History
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register