Alan Birchard

Financial Adviser

ASIC adviser number:

000239341

Qualifications and training:

2005, 8 Unit Diploma of Financial Planning, Advanced Diploma (AQF 6), Financial Planning Association of Australia
2010, Self Managed Superannuation Funds, Other, Kaplan Professional
2015, Accredited Aged Care Professional, Other, Aged Care Steps
2017, Fellow Chartered Financial Practitioner (FChFP), Professional Designations, Association of Financial Advisers
2021, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited

When adviser first provided advice:

2003

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

23 Gawler St.
Nuriootpa SA 5355

Website:

https://barossatax.com.au/

AFS licence holder name:

Ri Advice Group Pty Ltd

AFS licence number:

000238429

Licence controlled by:

Rhombus Enterprises Pty Ltd ~ Insignia Financial Ltd [Date Ceased: 19/07/2024] ~ Australia And New Zealand Banking Group Limited [Date Ceased: 05/10/2018]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».