Financial Adviser · PRAHRAN, VIC

Richard Fiorelli

PRAHRAN, VIC

36 Years experience

Tax advice
authorised

ASIC Registered · ADV 000433117

Practice

Sher Financial Advice

Prahran, VIC (practice address on ASIC register)

Licensed through Synchron Advice

View practice

About Richard Fiorelli

Richard Fiorelli is a financial adviser based in Prahran, Victoria, with 36 years of experience in the financial services industry since 1990. Richard works at Sher Financial Advice, which is licensed through Synchron Advice. Richard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Richard's qualifications include a Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy Pty Ltd. Richard is a member of 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

2002

Siploma of Financial Planning

Financial Planning Association of Australia

2005

Self Managed Superannuation Funds

Kaplan Professional

2010

Margin Lending and Geared Investments

Kaplan Professional

2012

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy Pty Ltd

Registration History

Synchron Advice Pty Ltd

Sep 2023 - Present Current

Hillross Financial Services Limited

Dec 2020 - Sep 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Jan 2013 - Dec 2020 Ceased

Westpac Banking Corporation

Jan 2002 - Jan 2013 Ceased

Source: ASIC Financial Advisers Register