Financial Adviser · KINGSLEY, WA

Richard John Stone

11 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001238243

Richard John Stone is a financial adviser based in Kingsley, Western Australia, with 11 years of experience in the financial services industry. Richard is currently authorised under Ri Advice Group 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 Higher Education Pty Limited. 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

Restrictions: Securities: Securities: advice is limited to approved model portfolios only. Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2004

8 unit Diploma of Financial Planning

Financial Planning Association of Australia Limited

2016

Fellow, Chartered Financial Practitioner

Asia Pacific Financial Services Association

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Ri Advice Group Pty Ltd

Apr 2016 - Present Current

Securities: Securities: advice is limited to approved model portfolios only. Superannuation: Not authorised to provide SMSF advice.

Millennium 3 Financial Services Pty Ltd

Dec 2015 - Apr 2016 Ceased

Government Debentures or Stocks or Bonds: Class of product only. Securities: Class of product only. Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register