Financial Adviser
· OSBORNE PARK, WA
Richard John Petrusma
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000278638
Richard John Petrusma is a financial adviser based in Osborne Park, Western Australia, with 32 years of experience in the financial services industry. Richard is currently authorised under Alliance Wealth 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 Diploma of Financial Planning from Financial Planning Association of Australia 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2010
ASX Listed Products Accreditation Course (LPAC)
Alpha Structured Investments Pty Ltd
2018
Self Managed Superannuation Funds
Kaplan Professional
Registration History
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register