Financial Adviser
· PERTH, WA
Richard Randall Roberts Maggi
No disciplinary history on record with ASIC
PERTH,
WA
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001713
About Richard Randall Roberts Maggi
Richard Randall Roberts Maggi is a financial adviser based in Perth, Western Australia, with 37 years of experience in the financial services industry since 1989. Richard is currently authorised under Westmount Securities. 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 Certified Financial Planner from Financial Planning Association of Australia. 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
1996
Certificate in Financial Markets
Securities Institute of Australia
1999
Certified Financial Planner
Financial Planning Association of Australia
1999
Diploma of Financial Planning
Deakin University
2007
Certificate IV (Finance Broking)
Tribeca Education
2021
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
Graduate Diploma of Financial Planning
Kaplan Professional