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:

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