Richard Arnheim Financial Planner Report

Name:
Richard Arnheim

Rep Number:
000241935

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2009-01-06 onwards

Licensee
Name:

Number:
000318613

ABN:
27 127 508 472

Controlled By:

Appointed By
Name:
Shadforth Financial Group Limited

Licence Number:
000318613

ABN:
27 127 508 472

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 NSW
Bachelor of Commerce (B.Com)
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Institute of Chartered Accountants
Chartered Accountant

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)