Financial Adviser · ASHFIELD, NSW

Sanjiv Sameer John Khalkho

12 Years experience

Tax advice
authorised

Currently at

Bella Vista, NSW

View firm profile

ASIC Registered · ADV 000457368

Sanjiv Sameer John Khalkho is a financial adviser based in Ashfield, New South Wales, with 12 years of experience in the financial services industry. Sanjiv is currently authorised under Templestone Financial Services Pty Ltd. Sanjiv 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 Graduate Diploma of Financial Planning from KAPLAN. Sanjiv is a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia (MFAA).

Authorised to Advise On

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

Restrictions: Excluding Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2013

Diploma of Financial Planning

International Institute of Technology

2014

Self Managed Superannuation Funds

International Institute of Technology

2019

Advanced Diploma of Financial Planning

International Institute of Technology

2025

Graduate Diploma of Financial Planning

KAPLAN

Registration History

Templestone Financial Services Pty Ltd

Mar 2024 - Present Current

Excluding Margin Lending

NEXTGEN FINANCIAL GROUP PTY LTD

Jul 2018 - Feb 2024 Ceased

Excluding Standard Margin Lending

AFFINIA FINANCIAL ADVISERS PTY LTD

May 2014 - Jun 2018 Ceased

Not Authorised for SMSF

Source: ASIC Financial Advisers Register