Financial Adviser · RIVERVALE, WA

Christine Leanne Richards

19 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000314950

Christine Leanne Richards is a financial adviser based in Rivervale, Western Australia, with 19 years of experience in the financial services industry. Christine is currently authorised under Akumin Financial Planning Pty Limited. Christine 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 Bachelor of Commerce from Deakin University. Christine is a member of CA - Chartered Accountants Australia and New Zealand and 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

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

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Commerce

Deakin University

2004

Graduate Diploma (ICAA)

Chartered Accountants Australia and New Zealand

2007

Graduate Certificate in Financial Planning

Finsia

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2016

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jul 2020 - Present Current

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

Alliance Wealth Pty Ltd

Dec 2017 - Jan 2020 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Jun 2007 - Dec 2017 Ceased

Source: ASIC Financial Advisers Register