RICHARD PURCHASE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2006 - Advanced Diploma of Financial Services (Financial Planning) (FNS60404) - Advanced Diploma (AQF 6) - Tribeca
2007 - CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2009 - Master of Business Administration (Personal Financial Planning) - Masters Degree (AQF 9) - University of Southern Queensland
🏢 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.