Financial Adviser
· BELLA VISTA, NSW
Partha Saha
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000470533
Partha Saha is a financial adviser based in Bella Vista, New South Wales, with 12 years of experience in the financial services industry since 2014. Partha is currently authorised under Kinetic Financial Group. Partha holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Partha's qualifications include a Bachelor of Applied Finance from Macquarie University. Partha is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
TAFE NSW
2011
Advice in Derivatives and Securities Skill Set
AAMC Training Group
2014
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2018
Super Concepts & ICFS Specialist SMSF Course
The University of Adelaide
2019
Bachelor of Applied Finance
Macquarie University
2022
Ethics and Professional Standards for Financial Advisers
Ethics - TAFE
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Authorised to provide MDA Services
Source: ASIC Financial Advisers Register