PAUL GEORGE DAVID RICHARDSON


Licensee: HNW PLANNING PTY LTD

PAUL GEORGE DAVID RICHARDSON (Adviser# 000334101) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is June 3, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL GEORGE DAVID RICHARDSON
Adviser Number 000334101
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000225216
HNW PLANNING PTY LTD
Licence ABN 42083745055
Licence Controlled By HNW GROUP HOLDINGS PTY LIMITED
Adviser Start Date 2016-06-03
Appointing Representative Name HNW PLANNING PTY LTD
Appointing Representative Number 000225216
Appointing Representative ABN 42083745055
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • PAUL GEORGE DAVID RICHARDSON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning International Institute of Technology
Diploma of Financial Planning Kaplan
Specialist SMSF Course Terra Cordis

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000225216 HNW PLANNING PTY LTD
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED
2016-06-03 - HNW PLANNING PTY LTD
000237857 AFFINIA FINANCIAL ADVISERS LIMITED 2015-12-04 - 2016-06-03 AFFINIA FINANCIAL ADVISERS LIMITED
000345905 MYPLANNER AUSTRALIA PTY LTD 2015-01-09 - 2015-10-30 MYPLANNER AUSTRALIA PTY LTD
000237857 AFFINIA FINANCIAL ADVISERS LIMITED 2014-07-01 - 2015-01-09 PAUL GEORGE DAVID RICHARDSON
000234656 IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2013-06-30 - 2014-06-18 PAUL GEORGE DAVID RICHARDSON
000230887 STRATEGIC PLANNING PARTNERS PTY LTD
Licence controlled by: AMP LIMITED
2011-02-01 - 2013-06-30 PAUL GEORGE DAVID RICHARDSON
000238030 WEALTHSURE PTY LTD 2009-02-03 - 2011-02-01 PAUL GEORGE DAVID RICHARDSON

Licensee Information

Licence Name HNW PLANNING PTY LTD
Licence Number 000225216
Licence ABN 42083745055

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ADAM JAMES SMITH Hnw Planning Pty Ltd Current 2018-07-23
FRANK GERALD MONAGHAN Hnw Planning Pty Ltd Current 2018-07-06
PHILLIP HAKIM Hnw Planning Pty Ltd Current 2018-07-04
BOB BACKER Hnw Planning Pty Ltd Current 2018-07-02
DANIELLE NASTOV Hnw Planning Pty Ltd Current 2018-07-02
ANDREW SIDNEY GRANT Hnw Planning Pty Ltd Current 2018-06-02
RUSSELL WADEY Hnw Planning Pty Ltd Current 2018-06-01
JULIAN SUMNER CATLOW Hnw Planning Pty Ltd Ceased 2018-04-20
MARIO ZANNETTOU Hnw Planning Pty Ltd Current 2018-03-02
DARREN JOHN TAPPOURAS Hnw Planning Pty Ltd Current 2018-01-22

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.