Financial Adviser · MILTON, QLD

David Richardson

24 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001003924

David Richardson is a financial adviser based in Milton, Queensland, with 24 years of experience in the financial services industry. David is currently authorised under Aia Financial Services Pty Limited. David 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 Graduate Diploma of Financial Planning from Kaplan Professional. David is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments

Restrictions: Not authorised to provide Advice on SMSF's.

Authorised to provide tax financial advice services

Qualifications and Training

2018

Advanced Diploma of Financial Planning

Kaplan Professional

2021

Client Engagement Skills

Behavioural Finance - Kaplan Professional

2021

Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2021

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Aia Financial Services Pty Limited

Dec 2021 - Present Current

Not authorised to provide Advice on SMSF's.

Commonwealth Financial Planning Limited

Mar 2005 - Nov 2021 Ceased

Not authorised to provide personal advice on Securities and SMSF.

Source: ASIC Financial Advisers Register