RICHARD JOHN LEAL
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2007 - Bachelor of Commerce in Financial Planning and Investments. - Bachelor Degree (AQF 7) - Griffith University
2015 - Margin Lending - - Monarch Institute
2015 - Self Managed Superannuation Funds - - Monarch Institute
2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.