Financial Adviser
· FORTITUDE VALLEY, QLD
Richard John Leal
No disciplinary history on record with ASIC
FORTITUDE VALLEY,
QLD
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000327265
Richard John Leal is a financial adviser based in Fortitude Valley, Queensland, with 18 years of experience in the financial services industry since 2008. Richard is currently authorised under Millennium 3 Financial Services, operating through Link Wealth. Richard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Richard's qualifications include a Bachelor of Commerce in Financial Planning and Investments. from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce in Financial Planning and Investments.
Griffith University
2015
Margin Lending
Monarch Institute
2015
Self Managed Superannuation Funds
Monarch Institute
2025
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
Registration History
Superannuation - All excludes Self Managed Superannuation Funds (SMSF)
QINVEST LIMITED
Source: ASIC Financial Advisers Register