Financial Adviser · HOBART, TAS

Richard Neall Batt

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004419

Richard Neall Batt is a financial adviser based in Hobart, Tasmania, with 22 years of experience in the financial services industry. Richard is currently authorised under Ord Minnett Limited. Richard holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Richard is a member of Australian Institute of Company Directors, Financial Advice Association of Australia (FAAA) and Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Commerce (B.Com)
University of Tasmania
2003
Graduate Diploma of Financial Planning
Securities Institute
2008
Accredited Derivatives Adviser
Kaplan/ASX
2010
DPML Margin Lending
Pinnacle Financial Services Academy
2015
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)

Registration History

Feb 2021 - Present Current
Jul 2009 - Jan 2021 Ceased

Source: ASIC Financial Advisers Register