Neil Reuben Richardson – Financial Adviser

Adviser identifying number: 310279
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: THORNTON GROUP (AUSTRALIA) PTY LIMITED
Licence number: 223670
Licensee’s ABN: 88101789226
Licence controlled by: THORNTON GROUP (SA) PTY LTD

The date the Financial Adviser commenced the appointment: 22/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR MSW UNIT TRUST
Authorised Representative identifying number: 468631
Authorised Representative’s ABN: 74139125525

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:

  • ASX Securities – Kaplan
  • Certified Financial Planner – FPA
  • Graduate Certificate in Financial Planning – Finsia
  • Graduate Certificate in Forensic Studies (Accounting) – Monash University
  • Self Managed Super Fund Course – Finsia

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Neil Reuben Richardson is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit 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
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility