NEIL REUBEN RICHARDSON


Licensee: ONE ADVISORY WEALTH PTY LTD

NEIL REUBEN RICHARDSON (Adviser# 001251657) 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 February 2, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name NEIL REUBEN RICHARDSON
Adviser Number 001251657
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000487978
ONE ADVISORY WEALTH PTY LTD
Adviser Start Date 2017-02-02
Appointing Representative Name ONE ADVISORY WEALTH PTY LTD
Appointing Representative Number 000487978
Memberships Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)
Tax Practitioners Board

Authorisations to provide financial product advice

  • NEIL REUBEN RICHARDSON
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Securities
  • ·
  • Product Class Simple Managed Investment Schemes
  • ·
  • Product Class Life Risk Insurance
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Arts (Accounting) University of South Australia
Graduate Certificate in Financial Planning Finsia
Graduate Certificate in Forensic Studies (Accounting) Monash University
Graduate Diploma of Applied Finance Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000487978 ONE ADVISORY WEALTH PTY LTD 2017-02-02 - ONE ADVISORY WEALTH PTY LTD
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2007-02-08 - 2017-01-20 NEIL REUBEN RICHARDSON

Licensee Information

Licence Name ONE ADVISORY WEALTH PTY LTD
Licence Number 000487978

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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.