Richard Strohmeyer – Financial Adviser

Adviser identifying number: 245237
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 25/10/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INVESTOR COMFORT PTY LTD
Authorised Representative identifying number: 000429975
Authorised Representative’s ABN: 72159507794

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:

  • Managed Investments – Australian Institute of Financial Studies
  • Margin Lending – Kaplan
  • Risk Management – FPA
  • Self Managed Super Fund Course – Tribeca
  • Superannuation and Retirement Planning – The University of Southern Queensland

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Richard Strohmeyer is authorised to provide advices on following 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
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility