David Alexander Richmond – Financial Adviser
Adviser identifying number: 447555
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
The date the Financial Adviser commenced the appointment: 08/09/2015
The date the Financial Adviser ceased the appointment: 18/07/2016
Name of the Authorised Representative: CHARTER FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 000234665
Authorised Representative’s ABN: 35002976294
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 Degree – Business – Latrobe University
- Diploma – Financial Planning – Kaplan
- Graduate Diploma – Chartered Acounting – Institute of Chartered Accountants
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
David Alexander Richmond is authorised to provide advices on following products: