Financial Adviser
· RICHMOND, VIC
Phillip David Richards
No disciplinary history on record with ASIC
RICHMOND,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000456169
Phillip David Richards is a financial adviser based in Richmond, Victoria, with 19 years of experience in the financial services industry since 2007. Phillip is currently authorised under Wpfp Group, operating through Canny Wealth. Phillip holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Phillip's qualifications include a Bachelor of Commerce (Accounting and Financial Planning) from Curtin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Commerce (Accounting and Financial Planning)
Curtin University
2011
Margin Lending & Geared Investments
Kaplan
2012
Diploma of Financial Services (Financial Planning)
Kaplan
2013
Self Managed Super Funds
Kaplan