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- Financial Advisers Australia (FAA)
- Dion Richardson
Dion Richardson
- Name
- Dion Richardson
- ID
- 341018
- ABN
- –
- First Provided Advice
- 2008
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2008 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan Professional
- 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
- 2011 - Margin Lending and Geared Investments - - Kaplan
- 2011 - Self Managed Superannuation Funds - - Kaplan
- 2012 - ASX Accredited Listed Products Adviser (ALPA) Program - - Kaplan
- 2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
- 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Beryllium Advisers Pty Ltd (#528250)
- Commenced
- April 3, 2023
- Ceased
- March 31, 2024
- Status
- Ceased
- Licence Holder
- Godfrey Pembroke Group Pty Ltd (#245451)
- Commenced
- July 25, 2018
- Ceased
- March 22, 2021
- Status
- Ceased
- Licence Holder
- RI Advice Group Pty Ltd (#238429)
- Commenced
- March 23, 2021
- Ceased
- March 30, 2023
- Status
- Current
- Licence Holder
- Beryllium Advisers Pty ltd (#528250)
- Commenced
- April 1, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Actuate Alliance Services Pty Ltd (#240959)
- Commenced
- Sept. 16, 2009
- Ceased
- April 1, 2011
- Status
- Ceased
- Licence Holder
- Commonwealth Financial Planning Limited (#231139)
- Commenced
- April 4, 2011
- Ceased
- Sept. 30, 2011
- Status
- Ceased
- Licence Holder
- Macquarie Equities Limited (#237504)
- Commenced
- Oct. 9, 2017
- Ceased
- May 17, 2018
- Status
- Ceased
- Licence Holder
- Professional Investment Services Pty Ltd (#234951)
- Commenced
- April 6, 2016
- Ceased
- July 3, 2017
- Status
- Ceased
- Licence Holder
- Suncorp Financial Services Pty Ltd (#229885)
- Commenced
- May 13, 2015
- Ceased
- March 4, 2016
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- Oct. 18, 2011
- Ceased
- April 17, 2015