Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Richard Edmund Whelan

SYDNEY, NSW
5 Years experience
Tax advice
authorised
ASIC Registered · ADV 001284742
Currently at
Aware Super Services
Sydney, NSW (firm address)
View firm profile

About Richard Edmund Whelan

Richard Edmund Whelan is a financial adviser based in Sydney, New South Wales, with 5 years of experience in the financial services industry since 2021. Richard is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Richard holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Richard's qualifications include a Master of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Authorised to provide tax financial advice services

Qualifications and Training

2015
Advanced Diploma of Financial Planning
Kaplan Professional
2018
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Professional
2019
Graduate Diploma of Financial Planning
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Master of Financial Planning
Kaplan Professional
2021
TASACLv2 Commercial Law
Kaplan Professional

Registration History

Aware Financial Services Australia Limited
Dec 2020 - Present Current
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Source: ASIC Financial Advisers Register