Peter Richards Financial Planner Report

Name:
Peter Andrew Richards

Rep Number:
000232471

Status:
Current

First Advice:
1990

Disciplinary action:
No action

Most Recent Role:
2014-03-18 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000247429

ABN:
33 093 667 595

Appointed By
Name:
Fitzpatricks Private Wealth Pty Ltd

Licence Number:
000247429

ABN:
33 093 667 595

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Adelaide
Bachelor of Engineering
FPA
Certified Financial Planner
RMIT University
Diploma of Financial Planning
The Securities Institute of Australia
Graduate Diploma in Applied Finance and Investment
SMSF Association
SMSF Specialist Advisor (SSA) Accreditation

Memberships
Australian Institute of Company Directors
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia (FINSIA)
SMSF Association
Tax Practitioners Board (TPB)