RICHARD JAMES WRIGHT
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
2005 - Bachelor Commerce (Finance & Economics) - Bachelor Degree (AQF 7) - University of Wollongong
2009 - Diploma Financial Services FNS50104 - Diploma (AQF 5) - Quantum Financial Training
2016 - Diploma Financial Planning FNS50615 - Diploma (AQF 5) - Kaplan Professional
2019 - Advanced Diploma Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.