Data sourced from ASIC Financial Advisers Register
Financial Adviser · ADELAIDE, SA

Richard John Lovell

24 Years experience
Tax advice
authorised
Currently at
Hillross Financial Services Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000247689

Richard John Lovell is a financial adviser based in Adelaide, South Australia, with 24 years of experience in the financial services industry. Richard is currently authorised under Hillross Financial Services Limited. 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 of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Commerce (Corporate Finance)
University of Adelaide
2002
8 unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2004
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2005
Certified Financial Planner
Financial Planning Association of Australia (FPA)

Registration History

Hillross Financial Services Limited
Jan 2004 - Present Current
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