Financial Adviser
· CALOUNDRA, QLD
Richard John Scully
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248633
Richard John Scully is a financial adviser based in Caloundra, Queensland, with 23 years of experience in the financial services industry. Richard is currently authorised under Advice House 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 Business from Queensland University of Technology (QUT).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Business
Queensland University of Technology (QUT)
2001
Risk Management & Insurance products (515)
Kaplan
2002
Financial Planning & Wealth Creation
Kaplan
2002
Superannuation: Advice & Regulation (511)
Kaplan
2003
Diploma of Financial Services (Financial Planning)
AMP Limited
2005
Certificate IV Financial Services (Finance/Mortgage Broking)
Tribeca
2006
Advanced Diploma of Financial Services (Financial Planning)
AMP Limited
2006
Self Managed Superannuation Funds
Tribeca
2021
Ethics & Professionalism in Financial Advice (FPC002B)w
Ethics - Kaplan
Registration History
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