Neil Reuben Richardson – Financial Adviser

Adviser identifying number: 1251657
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: ONE ADVISORY WEALTH PTY LTD
Licence number: 487978
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ONE ADVISORY WEALTH PTY LTD
Authorised Representative identifying number: 487978
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 Arts (Accounting) – University of South Australia
• Graduate Certificate in Financial Planning – Finsia
• Graduate Certificate in Forensic Studies (Accounting) – Monash University
• Graduate Diploma of Applied Finance – Kaplan

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• Tax Practitioners Board

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

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation