Financial Adviser
· WEST LEEDERVILLE, WA
Richard James Dennis
No disciplinary history on record with ASIC
WEST LEEDERVILLE,
WA
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000317898
Practice
Balcatta, WA (practice address on ASIC register)
Licensed through Rockton
About Richard James Dennis
Richard James Dennis is a financial adviser based in West Leederville, Western Australia, with 26 years of experience in the financial services industry since 2000. Richard works at Centrewest Financial Services, which is licensed through Rockton. Richard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Richard's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Richard is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma of Financial Planning
Financial Planning Association of Australia
2007
Diploma of Management
Deakin University
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not Authorised for SMSF
GUARDIANFP PTY LIMITED
Superannuation excludes SMSF Advice
INSIGNIA PLATFORMS PTY LTD
WRIGHT GLOBAL INVESTMENTS PTY LIMITED
WRIGHT GLOBAL INVESTMENTS PTY LIMITED
Source: ASIC Financial Advisers Register