Financial Adviser
· MACKAY, QLD
Lindsay Marie Richardson
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000317873
Lindsay Marie Richardson is a financial adviser based in Mackay, Queensland, with 19 years of experience in the financial services industry. Lindsay is currently authorised under Morgans Financial Limited. Lindsay 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 Financial Planning from Kaplan Professional. Lindsay 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
2008
Advanced Diploma Financial Services (Financial Planning) FNS60404
MLC ThreeSixty
2008
Diploma Financial Services (Financial Planning) FNS50804
MLC ThreeSixty
2010
RG146 Margin Lending and Geared Investments
Kaplan Australia
2018
Master of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
GWM ADVISER SERVICES PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
SENTRY FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register