RICHARD ANDREW CAREY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1983 - Bachelor of Arts in Accounting - - Canberra College of Advanced Education
1985 - Chartered Accountant (CA) - - Institute of Chartered Accountants Australia (ICAA)
2002 - Certified Financial Planner (CFP) - - Financial Planning Association
2014 - Chartered Accountants Self Managed Superannuation Funds (CA SMSF) Specialisation Workshop - - ICAA
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Tax Practitioners Board (TPB)
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.