JOHN RICHARDS (Adviser# 000234903) 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 4, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JOHN RICHARDS |
| Adviser Number | 000234903 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 49830401288 |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000445113 THE SMSF EXPERT PTY LTD |
| Licence ABN | 17155686356 |
| Adviser Start Date | 2018-06-04 |
| Appointing Representative Name | RICHARDS FINANCIAL STRATEGIES PTY LIMITED |
| Appointing Representative Number | 000465074 |
| Appointing Representative ABN | 33167540767 |
| Memberships |
Financial Planner AFP (FPA) The Tax Institute |
| Further Restrictions | Provide Class of Product Advice in relation to Superannuation only, restricted to establishment of Self Managed Superannuation Funds and clients existing superannuation and Self Managed Superannuation, contributions and pension payments. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Deakin University |
| Certificate IV in Financial Planning | Integratec (Australia) Pty Ltd |
| Diploma of Financial Services (Financial Planning) | Tribeca |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000445113 |
THE SMSF EXPERT PTY LTD
Further restrictions: Provide Class of Product Advice in relation to Superannuation only, restricted to establishment of Self Managed Superannuation Funds and clients existing superannuation and Self Managed Superannuation, contributions and pension payments. |
2018-06-04 - | RICHARDS FINANCIAL STRATEGIES PTY LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2011-01-01 - 2018-06-04 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000229892 |
LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust |
2003-07-17 - 2010-11-25 |
| Licence Name | THE SMSF EXPERT PTY LTD |
| Licence Number | 000445113 |
| Licence ABN | 17155686356 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHERRY DIMAPILIS | The Smsf Expert Pty Ltd | Current | 2018-08-14 |
| JOSEPH ELHINDI | The Smsf Expert Pty Ltd | Current | 2018-08-06 |
| EUGENE VINCENT SIBELLE | The Smsf Expert Pty Ltd | Current | 2018-07-16 |
| PETER NORMAN WILCOX | The Smsf Expert Pty Ltd | Current | 2018-07-13 |
| TIA STAMATIA SPARIS | The Smsf Expert Pty Ltd | Current | 2018-07-05 |
| MARK FRANCIS SOMES | The Smsf Expert Pty Ltd | Current | 2018-06-05 |
| AMY ELIZABETH STRONACH | The Smsf Expert Pty Ltd | Current | 2018-05-28 |
| SALVATORE SOLANO | The Smsf Expert Pty Ltd | Current | 2018-04-24 |
| MEGAN JOY HOLMES | The Smsf Expert Pty Ltd | Current | 2018-04-17 |
| DAVID BRUCE COOKE | The Smsf Expert Pty Ltd | Current | 2018-04-13 |
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| 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.