Financial Adviser · SYDNEY, NSW

Richard Andrew Carey

SYDNEY, NSW
27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000290608
Currently at
Sydney, NSW (firm address)

Richard Andrew Carey is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry since 1999. Richard is currently authorised under United Advice, operating through United Advisory. 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 (CFP) from Financial Planning Association. Richard is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Tax Practitioners Board (TPB).

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

1983
Bachelor of Arts in Accounting
Canberra College of Advanced Education
1985
Chartered Accountant (CA)
Institute of Chartered Accountants Australia (ICAA)
2002
Certified Financial Planner (CFP)
Financial Planning Association
2014
Chartered Accountants Self Managed Superannuation Funds (CA SMSF) Specialisation Workshop
ICAA
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aug 2020 - Present Current
Jun 2020 - Dec 2020 Ceased
Apr 2020 - May 2020 Ceased
OMNIWEALTH SERVICES PTY LIMITED
Sep 2018 - Apr 2020 Ceased
Margin Lending
Jan 2012 - Sep 2018 Ceased
General advice only in general insurance
Jul 2005 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register