RICHARD ASQUITH-CHARLTON
Financial Adviser · Mildura, VIC
📚 Qualifications & Training
1991 - Bachelor of Arts - - University of Durham
2001 - Graduate Diploma of Financial Management - Graduate Diploma (AQF 8) - The University of New England
2008 - Professional Certificate in Self-Managed Superannuation - - The University of Adelaide
2009 - SMSF Specialist Advisor - - SMSF Association
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CPA Australia (CPA)
SMSF Association
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.