Financial Adviser
· DENHAM COURT, NSW
Rami Elkassem
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001029
Rami Elkassem is a financial adviser based in Denham Court, New South Wales, with 20 years of experience in the financial services industry. Rami is currently authorised under Count Financial Limited. Rami 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 of Financial Planning from University of the Sunshine Coast.
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
2005
Diploma of Financial Services
Institute of Financial Services (IFS)
2006
Certificate IV in Financial Services (Finance / Mortgage Broking)
Traineeship Management Australia (TMA)
2006
Diploma of Financial Services (Financial Planning)
Financial Services Training & Assessment (FSTA)
2009
Master of Financial Planning
University of the Sunshine Coast
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register