PAUL GORDON RICKARD

Financial Adviser · Sydney, NSW

Registered

Registration Number

001006744

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

1995

Registration Date

01/06/2010

Financial Services Licensee

SWITZER FINANCIAL GROUP PTY LTD

Licence #000286531

📚 Qualifications & Training

1981 - Bachelor of Science - - University of Sydney
1994 - Diploma of Financial Planning - - Financial Planning Association via RMIT
2005 - Advanced Diploma of Financial Services (Financial Planning) - - Financial Planning Association of Australia
2010 - Self- Managed Superannuation Funds - - Kaplan Professional
2010 - Self- Managed Superannuation Funds - - – Kaplan Professional

🏢 Professional Memberships

Stockbrokers and Investment Advisers Association (SIAA)

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.