Richie John Parsons – Financial Adviser
Adviser identifying number: 232627
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1993
Name of the licence holder: MONEYWISE SECURITIES PTY LTD
Licence number: 314113
Licensee’s ABN: 63125121968
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/10/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MONEYWISE SECURITIES PTY LTD
Authorised Representative identifying number: 314113
Authorised Representative’s ABN: 63125121968
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:
- Cert IV – Financial Services (Finance/Mortgage) – AAMC
- Certified Financial Planner – FPA
- Certified in Financial Markets – Securities Institute of Australia
- Gradutate Diploma in Applied Finance and Investments – Securities Institute of Australia
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Richie John Parsons 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