Financial Adviser · ADELAIDE, SA

Richard John Dahl

30 Years experience
Tax advice
authorised
ASIC Registered · ADV 000261094

Richard John Dahl is a financial adviser based in Adelaide, South Australia, with 30 years of experience in the financial services industry. Richard is currently authorised under Fmd Advisory Services 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 Certified Financial Planner from Financial Planning Association. Richard is a member of FINSIA, Financial Advice Association of Australia (FAAA), Investments & Wealth Institute and SMSF Association.

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

1995
Graduate Diploma of Applied Finance and Investments
Kaplan Higher Education Pty Limited
1996
Diploma of Financial Planning
Financial Planning Association
1997
Certified Financial Planner
Financial Planning Association
2012
SMSF Specialist Advisor
SMSF Association
2017
Certified Investment Management Analyst
Investment Management Consultants Association
2020
Ethics & Professional Standards for Financial Advisers
Ethics - TAFE NSW

Registration History

Jul 2019 - Present Current
Jan 2011 - Jun 2019 Ceased
Feb 2004 - Dec 2010 Ceased

Source: ASIC Financial Advisers Register