Richard James Addison – Financial Adviser

Adviser identifying number: 246531
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: ACCRU WEALTH MANAGEMENT PTY LTD
Licence number: 238520
Licensee’s ABN: 43083409714
Licence controlled by: GREGORY DEAN WINNETT ~ JAMES PETER PASTELLAS ~ PETER JOHN BRINDLEY ~ RICHARD JAMES ADDISON ~ ROBERT ANDREW LANE ~ SIMON GRANT HILTON

The date the Financial Adviser commenced the appointment: 01/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCRU WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000238520
Authorised Representative’s ABN: 43083409714

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:

• Advanced Diploma of Business Marketing – RMIT
• Advanced Diploma of Financial Services – Financial Planning Association of Austrlalia
• Bachelor of Business – Swinburne University
• Graduate Diploma of Applied Finance and Investment – FINSIA
• Margin Lending and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations:

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

Richard James Addison 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