Financial Adviser
· LOGANHOLME, QLD
Richard Mcerlean
No disciplinary history on record with ASIC
LOGANHOLME,
QLD
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000404750
Richard Mcerlean is a financial adviser based in Loganholme, Queensland, with 25 years of experience in the financial services industry since 2001. Richard is currently authorised under Alliance Wealth, operating through Rtg Financial Services. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Richard is a member of FBAA - Finance Brokers Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
Self Managed Superannuation Funds Course
Kaplan Professional
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2015
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register