Financial Adviser · HORSHAM, VIC

Richard James Goudie

29 Years experience
Tax advice
authorised
ASIC Registered · ADV 000264938

Richard James Goudie is a financial adviser based in Horsham, Victoria, with 29 years of experience in the financial services industry. Richard is currently authorised under Horsham Licensing Services Pty Ltd. 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 Graduate Diploma of Financial Planning from Kaplan Professional. Richard is a member of Accredited Aged Care Professional, CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

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

2000
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2020
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Introduction to Self Managed Superannuation Funds
KAPLAN

Registration History

Feb 2024 - Present Current
Jan 2024 - Jan 2024 Ceased
Jul 2011 - Feb 2024 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
SIRISTON GROUP LTD
Apr 2005 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register