Financial Adviser
· FRANKSTON, VIC
Olivia Megan Richards
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000466737
Olivia Megan Richards is a financial adviser based in Frankston, Victoria, with 12 years of experience in the financial services industry. Olivia is currently authorised under Personal Financial Services Ltd. Olivia 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 (Financial Planning) from RMIT.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Planning
Tribecca
2006
Advanced Diploma of Financial Planning
Tribecca
2014
Bachelor of Business (Financial Planning)
RMIT
2016
Self Managed Superannuation Funds
Kaplan Professional
2017
Accredited Listed Product Adviser Program
Kaplan Professional
2019
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
restricted from giving advice in Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register