Richard Legge – Financial Adviser

Adviser identifying number: 1000774
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: URE LYNAM FINANCIAL SERVICES PTY. LIMITED
Licence number: 298349
Licensee’s ABN: 83117302691
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/07/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: URE LYNAM FINANCIAL SERVICES PTY. LIMITED
Authorised Representative identifying number: 298349
Authorised Representative’s ABN: 83117302691

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: Financial Planning Proper Authority Course – The Institute of Chartered Accountants in Australia

Relevant memberships of professional bodies or industry associations:

Richard Legge is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation