Financial Adviser
· ROSNY PARK, TAS
Daniel Robert Richards
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000376874
Daniel Robert Richards is a financial adviser based in Rosny Park, Tasmania, with 16 years of experience in the financial services industry. Daniel is currently authorised under Fortnum Private Wealth Ltd. Daniel 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 Bachelor of Commerce from University of Tasmania. Daniel is a member of CA - Chartered Accountants (CA) and Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce
University of Tasmania
2010
Diploma of Financial Services (Financial Planning)
Kaplan
2011
Self Managed Superannuation Funds
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Accredited Listed Product Adviser (ALPA)
Kaplan Professional
Registration History
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