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