Financial Adviser
· NURIOOTPA, SA
Alan Birchard
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239341
Alan Birchard is a financial adviser based in Nuriootpa, South Australia, with 23 years of experience in the financial services industry. Alan is currently authorised under Ri Advice Group Pty Ltd. Alan 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 Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia
2010
Self Managed Superannuation Funds
Kaplan Professional
2015
Accredited Aged Care Professional
Aged Care Steps
2017
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register