Financial Adviser
· MELBOURNE, VIC
Kyle Gary Ross Richmond
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271808
Kyle Gary Ross Richmond is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Kyle is currently authorised under Partners Wealth Group Financial Advice Pty Ltd. Kyle 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 (Banking & Finance) from Monash University.
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
2016
Bachelor of Business (Banking & Finance)
Monash University
2018
Diploma of Financial Planning
Mentor Education Pty Ltd
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
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