Anthony Norman Richard-preston – Financial Adviser
Adviser identifying number: 392984
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: DOCTORS FINANCIAL SERVICES PTY LIMITED
Licence number: 487758
Licensee’s ABN:
Licence controlled by: AVANT GROUP HOLDINGS LIMITED
The date the Financial Adviser commenced the appointment: 31/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DOCTORS FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 487758
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Commerce (Accounting, Banking & Finance) – Griffith University
- Bachelor of Laws – Griffith University
- Diploma of Financial Planning – Deakin University
- Master of Laws (Corporate, Commercial & Tax) – University of New South Wales
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Services Institute of Australia
Anthony Norman Richard-preston is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation