Financial Adviser
· PORT MACQUARIE, NSW
Richard Blomfield
No disciplinary history on record with ASIC
PORT MACQUARIE,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002547
Richard Blomfield is a financial adviser based in Port Macquarie, New South Wales, with 12 years of experience in the financial services industry since 2014. Richard is currently authorised under Morgans Financial Limited, operating through Morgans Financial. 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 Master of Applied Finance from Kaplan.
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
2007
Bachelor of Business
QUT
2012
Master of Applied Finance
Kaplan
2014
Diploma
- Kaplan
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register