Richard Lynch – Financial Adviser

Adviser identifying number: 255353
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: SENTINEL PRIVATE WEALTH PTY LTD
Licence number: 344762
Licensee’s ABN: 45141149304
Licence controlled by:

The date the Financial Adviser commenced the appointment: 23/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SENTINEL PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 344762
Authorised Representative’s ABN: 45141149304

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 Listed Products Accreditation Course (LPAC) – Alpha Structured Investments Pty Ltd
  • Diploma of Financial Planning – Financial Planning Association of Australia Limited

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

Richard Lynch 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