Financial Adviser
· WOLLONGONG, NSW
David Timothy Richardson
No disciplinary history on record with ASIC
WOLLONGONG,
NSW
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001190
About David Timothy Richardson
David Timothy Richardson is a financial adviser based in Wollongong, New South Wales, with 28 years of experience in the financial services industry since 1998. David is currently authorised under Symes Warne & Associates, operating through Symes Warne & Associates. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Certified Financial Planner from FAAA. David is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce (Accounting and Finance)
Univeristy of Wollongong
1998
Master of Commerce (Finance)
University of Wollongong
2000
Graduate Diploma of Financial Planning
Financial Services Institute of Australia
2003
Certified Financial Planner
FAAA
2008
Certified Practising Accountant
CPA Australia