Richard Addison Financial Planner Report

Name:
Richard James Addison

Rep Number:
000246531

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Licensee

Appointed By
Name:
Accru Wealth Management Pty Ltd

Licence Number:
000238520

ABN:
43 083 409 714

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
RMIT
Advanced Diploma of Business Marketing
Financial Planning Association of Austrlalia
Advanced Diploma of Financial Services
Swinburne University
Bachelor of Business
FINSIA
Graduate Diploma of Applied Finance and Investment
Kaplan
Margin Lending and Geared Investments

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