Financial Adviser
· PARRAMATTA, NSW
Ashish Thadani
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000290396
Ashish Thadani is a financial adviser based in Parramatta, New South Wales, with 21 years of experience in the financial services industry. Ashish is currently authorised under Excalibur Wealth Group Pty Ltd. Ashish 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 Graduate Diploma of Financial Planning from Kaplan. Ashish 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2012
Provide Advice in Margin Lending
Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional
2018
Graduate Diploma of Financial Planning
Kaplan
Registration History
AON HEWITT FINANCIAL ADVICE LIMITED
SUNCORP FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register