BRETT RICCHINI


Licensee: FINANCIAL INDEX AUSTRALIA PTY LTD

BRETT RICCHINI (Adviser# 001000801) 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 12, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name BRETT RICCHINI
Adviser Number 001000801
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000240559
FINANCIAL INDEX AUSTRALIA PTY LTD
Licence ABN 90094287037
Licence Controlled By FINDEX GROUP LIMITED
Adviser Start Date 2018-06-12
Appointing Representative Name FINANCIAL INDEX AUSTRALIA PTY LTD
Appointing Representative Number 000240559
Appointing Representative ABN 90094287037
Memberships Financial Planning Association of Australia (FPA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • BRETT RICCHINI
  • ·
  • 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 Services (Financial Planning) Tribeca, Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning) Tribeca, Kaplan Professional
Bachelor of Commerce (Accounting and Law) Deakin University
Bachelor of Commerce (Accounting and Law) Deakin University
Certified Financial Planner (CFP) Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP) Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000240559 FINANCIAL INDEX AUSTRALIA PTY LTD
Licence controlled by: FINDEX GROUP LIMITED
2018-06-12 - FINANCIAL INDEX AUSTRALIA PTY LTD
000243253 FINDEX ADVICE SERVICES PTY LTD
Licence controlled by: FINDEX GROUP LIMITED
2015-11-23 - FINDEX ADVICE SERVICES PTY LTD
000238244 CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD
2013-08-12 - 2016-05-10 CROWE HORWATH FINANCIAL ADVICE PTY LTD
000237906 SANDHURST TRUSTEES LIMITED 2006-08-01 - 2013-08-01

Licensee Information

Licence Name FINANCIAL INDEX AUSTRALIA PTY LTD
Licence Number 000240559
Licence ABN 90094287037

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SHANE HILTON Financial Index Australia Pty Ltd Current 2018-06-22
MATTHEW FRANCIS VAN INGEN Financial Index Australia Pty Ltd Current 2018-06-22
NICHOLAS MICHAEL TANDY Financial Index Australia Pty Ltd Current 2018-06-13
BOBAN PETRESKI Financial Index Australia Pty Ltd Current 2018-03-08
CONNIE MAREE CACCAMO Financial Index Australia Pty Ltd Ceased 2017-10-31
JONATHAN EDWARD BONNETT Financial Index Australia Pty Ltd Current 2017-04-20
TRISTAN WALKER Financial Index Australia Pty Ltd Current 2016-12-12
NEVILLE WILLIAMSON Financial Index Australia Pty Ltd Current 2015-02-15
GREGORY MAURICE ARMSTRONG Financial Index Australia Pty Ltd Ceased 2015-02-15
MICHAEL WILKINS Financial Index Australia Pty Ltd Ceased 2015-02-15

Competitor

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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.