PAUL GORDON RICKARD


Licensee: SWITZER FINANCIAL GROUP PTY LTD

PAUL GORDON RICKARD (Adviser# 001006744) 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 1, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL GORDON RICKARD
Adviser Number 001006744
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1995
Financial Service (AFS) Licence Licence# 000286531
SWITZER FINANCIAL GROUP PTY LTD
Licence ABN 24112294649
Licence Controlled By MARTIN ALEXANDER PUBLICATIONS PTY LTD
Adviser Start Date 2010-06-01
Appointing Representative Name SWITZER FINANCIAL GROUP PTY LTD
Appointing Representative Number 000286531
Appointing Representative ABN 24112294649
Memberships Stockbrokers Association of Australia

Authorisations to provide financial product advice

  • PAUL GORDON RICKARD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
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  • Life Product Investment Life Insurance
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  • Life Product Life Risk Insurance
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  • Managed Investment Schemes Excluding IDPS
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
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  • Securities
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  • Superannuation
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  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial Risk Products

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Financial Planning Association of Australia
Bachelor of Science University of Sydney
Diploma of Financial Planning Financial Planning Association via RMIT
Self- Managed Superannuation Funds

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000286531 SWITZER FINANCIAL GROUP PTY LTD
Licence controlled by: MARTIN ALEXANDER PUBLICATIONS PTY LTD
2010-06-01 - SWITZER FINANCIAL GROUP PTY LTD

Licensee Information

Licence Name SWITZER FINANCIAL GROUP PTY LTD
Licence Number 000286531
Licence ABN 24112294649

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
XIN (NICHOLE) LIAN Switzer Financial Group Pty Ltd Current 2018-07-04
JONATHAN ERIC RILEY Switzer Financial Group Pty Ltd Current 2018-01-08
MARK WILLIAM MAHONY Switzer Financial Group Pty Ltd Current 2016-06-23
DAVID JAMES HARDMAN Switzer Financial Group Pty Ltd Current 2013-07-01
PETER WILLIAM SWITZER Switzer Financial Group Pty Ltd Current 2007-06-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
XIN (NICHOLE) LIAN Switzer Financial Group Pty Ltd Current 2018-07-04
JONATHAN ERIC RILEY Switzer Financial Group Pty Ltd Current 2018-01-08
MARK WILLIAM MAHONY Switzer Financial Group Pty Ltd Current 2016-06-23
DAVID JAMES HARDMAN Switzer Financial Group Pty Ltd Current 2013-07-01
PETER WILLIAM SWITZER Switzer Financial Group Pty Ltd Current 2007-06-01

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.