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- Financial Advisers Australia (FAA)
- Paul George David Richardson
Paul George David Richardson
- Name
- Paul George David Richardson
- ID
- 334101
- ABN
- –
- First Provided Advice
- 2009
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2009 - Diploma of Financial Planning - - Kaplan
- 2010 - Advanced Diploma of Financial Planning - - International Institute of Technology
- 2015 - Specialist SMSF Course - - Terra Cordis
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
- Prosper Wealth Group Pty Ltd (#515826)
- Commenced
- March 11, 2020
- Ceased
- July 31, 2022
- Status
- Current
- Licence Holder
- Lionsgate Financial Group Pty. Ltd. (#342766)
- Commenced
- Aug. 1, 2022
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
- A.c.n. 140 520 225 Pty Ltd (#345905)
- Commenced
- Jan. 9, 2015
- Ceased
- Oct. 30, 2015
- Status
- Ceased
- Licence Holder
- Affinia Financial Advisers Pty Ltd (#237857)
- Commenced
- July 1, 2014
- Ceased
- Jan. 9, 2015
- Status
- Ceased
- Licence Holder
- Affinia Financial Advisers Pty Ltd (#237857)
- Commenced
- Dec. 4, 2015
- Ceased
- June 3, 2016
- Status
- Ceased
- Licence Holder
- Hnw Planning Pty Ltd (#225216)
- Commenced
- June 3, 2016
- Ceased
- Nov. 15, 2018
- Status
- Ceased
- Licence Holder
- Psk Advisory Services Pty Ltd (#234656)
- Commenced
- June 30, 2013
- Ceased
- June 18, 2014
- Status
- Ceased
- Licence Holder
- Strategic Planning Partners Pty Ltd (#230887)
- Commenced
- Feb. 1, 2011
- Ceased
- June 30, 2013
- Status
- Ceased
- Licence Holder
- Wealthsure Pty Ltd (#238030)
- Commenced
- Feb. 3, 2009
- Ceased
- Feb. 1, 2011
- Status
- Ceased
- Licence Holder
- Your Super Life Pty Ltd (#474033)
- Commenced
- Nov. 16, 2018
- Ceased
- March 9, 2020