Financial Adviser
· MILDURA, VIC
Richard Asquith-charlton
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001244199
Richard Asquith-charlton is a financial adviser based in Mildura, Victoria, with 10 years of experience in the financial services industry. Richard is currently authorised under Findex Advice Services Pty Ltd. Richard holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts from University of Durham. Richard is a member of CPA Australia (CPA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Arts
University of Durham
2001
Graduate Diploma of Financial Management
The University of New England
2008
Professional Certificate in Self-Managed Superannuation
The University of Adelaide
2009
SMSF Specialist Advisor
SMSF Association
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register