RICHARD JAMES GRIMSHAW
Financial Adviser · Milton, QLD
📚 Qualifications & Training
1999 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University
2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2005 - Self Managed Superannuation Funds - Other - Australian Executor Trustees
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2015 - SMSF Specialist Advisor Program - Other - SMSF Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.