Deon Richardson

Exemplar Wealth Solutions

Silver
22 Yrs Experience
Gladstone Central, QLD 4680

Recent reviews

Exemplar Wealth Solutions

Suite 5, 30 Tank St
Gladstone Central, QLD 4680

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

5.00
1 Review
5
4
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2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"We found Deon to be easy to talk to, understanding our needs and giving us sound ,positive advise for our retirement."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Provide Advice (Self Managed Superannuation Funds)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2008

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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