RICHARD JAMES ADDISON

Financial Adviser ยท Hawthorn East, VIC

Registered

Registration Number

000246531

Registration Status

Registered

Location

Hawthorn East, VIC 3123

Providing Advice Since

2004

Registration Date

01/01/2004

Financial Services Licensee

ACCRU WEALTH MANAGEMENT PTY LTD

Licence #000238520

๐Ÿ“š Qualifications & Training

2000 - Advanced Diploma of Business Marketing - Advanced Diploma (AQF 6) - RMIT University
2002 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University
2005 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
2008 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

โ„น๏ธ 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.