Financial Adviser · BELLA VISTA, NSW

Rajesh Malik

19 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000317303

Rajesh Malik is a financial adviser based in Bella Vista, New South Wales, with 19 years of experience in the financial services industry. Rajesh is currently authorised under Akumin Financial Planning Pty 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

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

2001

Graduate Diploma (unrelated)

Central Queensland University

2007

Advanced Diploma of Financial Services (Financial Planning)