Data sourced from ASIC Financial Advisers Register
Financial Adviser · ASCOT VALE, VIC

Richard Brown

23 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000242202

Richard Brown is a financial adviser based in Ascot Vale, Victoria, with 23 years of experience in the financial services industry. Richard is currently authorised under Charter Financial Planning 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 Bachelor of Business from Royal Melbourne Institute Of Technology.

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

1988
Bachelor of Business
Royal Melbourne Institute Of Technology
1994
Certified Practising Accountant (CPA)
CPA Australia
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2015
Self Managed Superannuation Funds
Mentor Education Pty Ltd
2017
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2019
Accredited Aged Care Professional
Aged Care Steps
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Sep 2012 - 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