Financial Adviser · BELLA VISTA, NSW

Jyoti Prasai

11 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001234618

Jyoti Prasai is a financial adviser based in Bella Vista, New South Wales, with 11 years of experience in the financial services industry. Jyoti is currently authorised under Akumin Financial Planning Pty Limited. Jyoti 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 in Business Studies from Tribhuven University.

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

2005

Master in Business Studies

Tribhuven University

2014

Advanced Diploma of Financial Planning