Richard Navakas – Financial Adviser

Adviser identifying number: 247639
Status: Current
Adviser’s ABN: 69342061957
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: HILLROSS FINANCIAL SERVICES LIMITED
Licence number: 232705
Licensee’s ABN: 77003323055
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 01/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HILLROSS FINANCIAL SERVICES LIMITED
Authorised Representative identifying number: 000232705
Authorised Representative’s ABN: 77003323055

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
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Relevant qualifications and training: Diploma of Financial Planning – Financial Planning Assocation of Australia (FPA)

Relevant memberships of professional bodies or industry associations:

  • CFP – Certified Financial Planner (FPA)
  • Financial Planning Association of Australia (FPA)

Richard Navakas is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Managed Investment Schemes / MDA Services
  • Securities
  • Margin Lending Facility / Standard Margin Lending Facility