RICHARD GRECH
Financial Adviser · St Albans, VIC
📚 Qualifications & Training
2011 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2016 - Australian Taxation Law II - Other - TAFE SA
2016 - TASA 2009 and the Code of Professional Conduct - Other - Tax Institute
2017 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia
2018 - Accountants Essentials Advice Course - Diploma (AQF 5) - Integrity Education Group
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
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.