Financial Adviser · RICHMOND, VIC

Ryan Gillespie

RICHMOND, VIC
15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000412171
Practice
Richmond, VIC (practice address on ASIC register)
Licensed through Lucerne Wealth

About Ryan Gillespie

Ryan Gillespie is a financial adviser based in Richmond, Victoria, with 15 years of experience in the financial services industry since 2011. Ryan works at Lucerne Private (QLD), which is licensed through Lucerne Wealth. Ryan holds authorisations to advise on superannuation, managed investments, securities and government bonds, as well as tax financial advice services (TFAS). Ryan's qualifications include a CFP Certification Program from Financial Advice Association Australia. Ryan is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Planning
Tribeca
2012
Diploma Mortgage Broking Management
Intellitrain
2025
SMSF Association Specialist Accreditation
SMSF Association
2026
CFP Certification Program
Financial Advice Association Australia

Registration History

May 2025 - Present Current
Sep 2013 - Jul 2024 Ceased

Source: ASIC Financial Advisers Register