DIANNE JEAN RICHARDSON

Financial Adviser ยท Wollongong, NSW

Registered

Registration Number

001001188

Registration Status

Registered

Location

Wollongong, NSW 2500

Providing Advice Since

1982

Registration Date

30/12/2003

Financial Services Licensee

SYMES WARNE & ASSOCIATES PTY LTD

Licence #000241050

๐Ÿ“š Qualifications & Training

1969 - Accountancy Certificate - Certificate (AQF 1-4) - TAFE
1984 - Certified Practising Accountant - Professional Designations - CPA Australia
1995 - Certified Financial Planner - Professional Designations - FAAA
1995 - Diploma of Financial Planning - Diploma (AQF 5) - FAAA

๐Ÿข Professional Memberships

CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.