Financial Adviser
· SUFFOLK PARK, NSW
Richard Whan
No disciplinary history on record with ASIC
SUFFOLK PARK,
NSW
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000223343
Richard Whan is a financial adviser based in Suffolk Park, New South Wales, with 26 years of experience in the financial services industry since 2000. Richard is currently authorised under Lighthouse Investment Group. Richard holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Richard's qualifications include a Bachelor Degree from University of Melbourne. Richard is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1982
Bachelor Degree
University of Melbourne
2004
Graduate Diploma
- Securities Institute