Financial Adviser · VARSITY LAKES, QLD

Paul George David Richardson

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000334101

Paul George David Richardson is a financial adviser based in Varsity Lakes, Queensland, with 17 years of experience in the financial services industry. Paul is currently authorised under Lionsgate Financial Group Pty. Ltd.. Paul 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 Advanced Diploma of Financial Planning from International Institute of Technology. Paul 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

2009
Diploma of Financial Planning
Kaplan
2010
Advanced Diploma of Financial Planning
International Institute of Technology
2015
Specialist SMSF Course
Terra Cordis

Registration History

Aug 2022 - Present Current
PROSPER WEALTH GROUP PTY LTD
Mar 2020 - Jul 2022 Ceased
YOUR SUPER LIFE PTY LTD
Nov 2018 - Mar 2020 Ceased
Jun 2016 - Nov 2018 Ceased
AFFINIA FINANCIAL ADVISERS PTY LTD
Dec 2015 - Jun 2016 Ceased
A.C.N. 140 520 225 PTY LTD
Jan 2015 - Oct 2015 Ceased
AFFINIA FINANCIAL ADVISERS PTY LTD
Jul 2014 - Jan 2015 Ceased
Jun 2013 - Jun 2014 Ceased
STRATEGIC PLANNING PARTNERS PTY LTD
Feb 2011 - Jun 2013 Ceased
WEALTHSURE PTY LTD
Feb 2009 - Feb 2011 Ceased

Source: ASIC Financial Advisers Register