RICHARD ALGIS NAVAKAS

Financial Adviser · Canberra, ACT

Registered

Registration Number

000247639

Registration Status

Registered

Location

Canberra, ACT 2601

Providing Advice Since

1985

Registration Date

24/05/2021

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

1986 - Bachelor of Arts - Bachelor Degree (AQF 7) - The University of New South Wales
1993 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Limited
1997 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.