Financial Adviser
· HAWTHORN EAST, VIC
Simone Richardson
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000443931
Simone Richardson is a financial adviser based in Hawthorn East, Victoria, with 22 years of experience in the financial services industry. Simone is currently authorised under Alliance Wealth Pty Ltd. Simone 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 Swinburne University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
MLC ThreeSixty
2005
Policy Statement 146 Knowledge Assessment
Tribeca Learning
2007
Advanced Diploma of Financial Services (Financial Planning)
MLC ThreeSixty
2013
Bachelor of Business
Swinburne University of Technology
2017
Accredited Listed Product Adviser Program
Kaplan Professional
2017
Self Managed Superannuation Fund Adviser (Personal Advice) Program
Mentor Education
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
Registration History
MKSHW PTY LTD
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register