Data sourced from ASIC Financial Advisers Register
Financial Adviser · MANUKA, ACT

Raad Ahmad

12 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000444434

Raad Ahmad is a financial adviser based in Manuka, Australian Capital Territory, with 12 years of experience in the financial services industry. Raad is currently authorised under Charter Financial Planning Limited. Raad holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Professional Accounting from University of Canberra.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008
Master of Professional Accounting
University of Canberra
2013
Diploma of Financial Services (Financial Planning)
International Institute of Technology Pty Ltd (IIT)
2014
Advanced Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2015
Self Managed Superannuation Funds
International Institute of Technology Pty Ltd (IIT)
2021
Bachelor of Business Administration
Newport University
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Aug 2013 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register