OLIVIA MEGAN RICHARDS
Financial Adviser · Frankston, VIC
📚 Qualifications & Training
2005 - Diploma of Financial Planning - Diploma (AQF 5) - Tribecca
2006 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Tribecca
2014 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT
2016 - Self Managed Superannuation Funds - Other - Kaplan Professional
2017 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2019 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
ℹ️ 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.