Financial Adviser
· BARTON, ACT
Richard Algis Navakas
No disciplinary history on record with ASIC
BARTON,
ACT
41
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247639
Currently at
Newcastle, NSW (firm address)
About Richard Algis Navakas
Richard Algis Navakas is a financial adviser based in Barton, Australian Capital Territory, with 41 years of experience in the financial services industry since 1985. Richard is currently authorised under Archer Private Wealth. Richard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Richard's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Richard is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1986
Bachelor of Arts
The University of New South Wales
1993
Diploma of Financial Planning
Financial Planning Association of Australia Limited
1997
Certified Financial Planner
Financial Planning Association of Australia Limited
Registration History
One off licensee approval is required for all products which are either not on the approved product list or derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register