Financial Adviser
· HAWTHORN EAST, VIC
Richard James Addison
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246531
Richard James Addison is a financial adviser based in Hawthorn East, Victoria, with 22 years of experience in the financial services industry since 2004. Richard is currently authorised under Accru Wealth Management. 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 Business from Swinburne University. Richard is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Advanced Diploma of Business Marketing
RMIT University
2002
Bachelor of Business
Swinburne University
2005
Advanced Diploma of Financial Services
Financial Planning Association of Australia
2008
Graduate Diploma of Applied Finance and Investment
FINSIA