Financial Adviser
· PARRAMATTA, NSW
Kasra Khalili
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003793
Kasra Khalili is a financial adviser based in Parramatta, New South Wales, with 12 years of experience in the financial services industry. Kasra is currently authorised under Mufg Retire360 Pty Limited. Kasra holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Economics and Finance) from Royal Melbourne Institute of Technology. Kasra is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2006
FNS50804 Diploma of Financial Services (Financial Planning)
Mentor Education
2007
Bachelor of Business (Economics and Finance)
Royal Melbourne Institute of Technology
2024
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Tax for Financial Advising
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register