Financial Adviser · BEAUMARIS, VIC

Richard Bowyer

BEAUMARIS, VIC

38 Years experience

Tax advice
authorised

ASIC Registered · ADV 000318371

Currently at

Synchron Advice

Sydney, NSW (firm address)

View firm profile

About Richard Bowyer

Richard Bowyer is a financial adviser based in Beaumaris, Victoria, with 38 years of experience in the financial services industry since 1988. Richard is currently authorised under Synchron Advice. 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Superannuation - All authorisation excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Limited

2008

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Limited

2011

LRS Life Risk Specialist

Financial Planning Association of Australia

Registration History

Synchron Advice Pty Ltd

May 2018 - Present Current

Superannuation - All authorisation excludes SMSF advice

AFFINIA FINANCIAL ADVISERS PTY LTD

May 2014 - May 2018 Ceased

Paradigm Wealth Advisors Pty Ltd

Aug 2013 - Feb 2014 Ceased

Grant Thornton Wealth Advisory Services Pty Ltd

Sep 2010 - Aug 2013 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

Sep 2008 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register