Financial Adviser
· CHERMSIDE, QLD
Dion Richardson
No disciplinary history on record with ASIC
CHERMSIDE,
QLD
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000341018
About Dion Richardson
Dion Richardson is a financial adviser based in Chermside, Queensland, with 18 years of experience in the financial services industry since 2008. Dion is currently authorised under Beryllium Advisers, operating through Lionheart Financial Services. Dion holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dion's qualifications include a Master of Financial Planning from Kaplan Professional. Dion 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
2008
Diploma of Financial Services
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan
2011
Self Managed Superannuation Funds
Kaplan
2012
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan
2016
Master of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
SUNCORP FINANCIAL SERVICES PTY LTD
Superannuation excludes SMSF Advice
Source: ASIC Financial Advisers Register