Financial Adviser · BELLA VISTA, NSW

Khyati Asher

15 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000403256

Khyati Asher is a financial adviser based in Bella Vista, New South Wales, with 15 years of experience in the financial services industry. Khyati is currently authorised under Akumin Financial Planning Pty Limited. Khyati 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 Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd.

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

2010

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2018

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2019

FPC003 Superannuation and Retirement Advice

Kaplan Higher Education Pty Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2022

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jan 2026 - Present Current

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

Akumin Financial Planning Pty Limited

Apr 2011 - Jun 2024 Ceased

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