Financial Adviser · WEST LEEDERVILLE, WA

Richard James Dennis

WEST LEEDERVILLE, WA

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000317898

Currently at

Centrewest Financial Services

West Leederville, WA (firm address)

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Richard James Dennis is a financial adviser based in West Leederville, Western Australia, with 26 years of experience in the financial services industry since 2000. Richard is currently authorised under Rockton, operating through Centrewest 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 Professional. 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

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Planning

Financial Planning Association of Australia

2007

Diploma of Management

Deakin University

2021

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Rockton Pty Ltd

Sep 2021 - Present Current

AFFINIA FINANCIAL ADVISERS PTY LTD

May 2016 - Sep 2021 Ceased

Not Authorised for SMSF

GUARDIANFP PTY LIMITED

Dec 2012 - May 2016 Ceased

Superannuation excludes SMSF Advice

INSIGNIA PLATFORMS PTY LTD

Aug 2010 - Dec 2012 Ceased

WRIGHT GLOBAL INVESTMENTS PTY LIMITED

Jun 2010 - Aug 2010 Ceased

WRIGHT GLOBAL INVESTMENTS PTY LIMITED

Jan 2010 - Jun 2010 Ceased

Millennium 3 Financial Services Pty Ltd

Sep 2007 - Jan 2010 Ceased

Source: ASIC Financial Advisers Register