Financial Adviser · PRAHRAN, VIC

Richard Fiorelli

36 Years experience
Tax advice
authorised
ASIC Registered · ADV 000433117

Richard Fiorelli is a financial adviser based in Prahran, Victoria, with 36 years of experience in the financial services industry since 1990. Richard is currently authorised under Synchron Advice, operating through Sher Financial Advice. 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 Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy Pty Ltd. Richard is a member of Financial Advice Association of Australia (FAAA).

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

2002
Siploma of Financial Planning
Financial Planning Association of Australia
2005
Self Managed Superannuation Funds
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd

Registration History

Sep 2023 - Present Current
Dec 2020 - Sep 2023 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jan 2013 - Dec 2020 Ceased
Jan 2002 - Jan 2013 Ceased

Source: ASIC Financial Advisers Register