Financial Adviser · BELLA VISTA, NSW

Rajesh Khatri

28 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000237551

Rajesh Khatri is a financial adviser based in Bella Vista, New South Wales, with 28 years of experience in the financial services industry. Rajesh is currently authorised under Charter Financial Planning Limited. Rajesh 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 Bachelor of Economics from University of Newcastle.

Authorised to Advise On

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

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

1995

Bachelor of Economics

University of Newcastle

2000

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2007

Certificate IV Financial Services (Finance/Mortgage Broking)

Plan Connect

2011

Margin Lending

Quantum Financial Training

2013

Diploma of Finance and Mortgage Broking Management

AAMC Training Group

Registration History

Charter Financial Planning Limited

Jun 2012 - Present Current

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

JIGSAW SUPPORT SERVICES PTY LIMITED

Apr 2012 - Jun 2012 Ceased

Eq Financial Pty Ltd

Sep 2003 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register