Financial Adviser
· CHARLESTOWN, NSW
Richard James Wright
No disciplinary history on record with ASIC
CHARLESTOWN,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001243155
About Richard James Wright
Richard James Wright is a financial adviser based in Charlestown, New South Wales, with 10 years of experience in the financial services industry since 2016. Richard is currently authorised under Avalonfs. 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 Bachelor Commerce (Finance & Economics) from University of Wollongong. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor Commerce (Finance & Economics)
University of Wollongong
2009
Diploma Financial Services FNS50104
Quantum Financial Training
2016
Diploma Financial Planning FNS50615
Kaplan Professional
2019
Advanced Diploma Financial Planning FNS60415
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
GWM ADVISER SERVICES PTY LTD
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register