Financial Adviser
· KANGAROO FLAT, VIC
David Alexander Richmond
No disciplinary history on record with ASIC
KANGAROO FLAT,
VIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000447555
About David Alexander Richmond
David Alexander Richmond is a financial adviser based in Kangaroo Flat, Victoria, with 13 years of experience in the financial services industry since 2013. David is currently authorised under Akambo. 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 Bachelor of Business (Accounting) from Latrobe University. David is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business (Accounting)
Latrobe University
2009
Graduate Diploma of Chartered Accounting
Institution of Chartered Accountants
2011
Diploma
- Kaplan
2016
Margin Lending
Integrity Education Group
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan
Registration History
SMSF ADVICE PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
MERITUM FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register