Phillip David Richards
CANNY WEALTH PTY LTD · Richmond VIC 3121 · Advising since 2007
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000456169
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by (current)
- WPFP GROUP PTY LTD · AFSL 526282Through authorised representative CANNY WEALTH PTY LTD (no. 001301034)Since 7 April 2026WPFP GROUP PTY LTD · AFSL 526282Through authorised representative THE TRUSTEE FOR WILSON PATERAS FINANCIAL SERVICES TRUST (no. 001285562)Since 20 November 2023
- Principal business address
- Richmond VIC 3121
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTApr 2026 – presentWPFP GROUP PTY LTD · AFSL 526282Through authorised representative CANNY WEALTH PTY LTD (no. 001301034)
- CURRENTNov 2023 – presentWPFP GROUP PTY LTD · AFSL 526282Through authorised representative THE TRUSTEE FOR WILSON PATERAS FINANCIAL SERVICES TRUST (no. 001285562)
- CEASEDAug 2016 – Nov 2023LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- CEASEDApr 2014 – Aug 2016AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDJan 2012 – Mar 2014WESTPAC BANKING CORPORATION · AFSL 233714
- CEASEDJan 2007 – Jan 2011AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED · AFSL 234527
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Self Managed Super Funds
Kaplan · 2013
Diploma of Financial Services (Financial Planning)
Kaplan · 2012
Margin Lending & Geared Investments
Kaplan · 2011
Bachelor of Commerce (Accounting and Financial Planning)
Curtin University · 2009
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Phillip David Richards claims the profile.
Reviews
Not yet reviewed
No client has reviewed Phillip David Richards on Souffle yet.
Contacting Phillip David Richards
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
CANNY WEALTH PTY LTD
Authorised by WPFP GROUP PTY LTD · AFSL 526282
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Phillip David Richards claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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