Richard Brown

Financial Adviser

ASIC adviser number:
000242202
Qualifications and training:

1988, Bachelor of Business, Bachelor Degree (AQF 7), Royal Melbourne Institute Of Technology
1994, Certified Practising Accountant (CPA), Professional Designations, CPA Australia
2010, Margin Lending and Geared Investments, Other, Kaplan Higher Education Pty Limited
2015, Self Managed Superannuation Funds, Other, Mentor Education Pty Ltd
2017, ASX Listed Product Accreditation Course (LPAC), Other, LPAC Online
2019, Accredited Aged Care Professional, Other, Aged Care Steps
2019, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited
2022, FPC001B Economic & Legal Context for Financial Planning, Bridging Course, Regulation & Legal Obligations, Kaplan Higher Education Pty Limited

When adviser first provided advice:
2003
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
L 1, 416 MOUNT ALEXANDER Rd
Ascot Vale  VIC  3032
AFS licence holder name:
Charter Financial Planning Limited
AFS licence number:
000234665
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».