Data sourced from ASIC Financial Advisers Register
Financial Adviser · PARRAMATTA, NSW

Pankaj Kumar

20 Years experience
Tax advice
authorised
Currently at
Aware Financial Services Australia Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000254317

Pankaj Kumar is a financial adviser based in Parramatta, New South Wales, with 20 years of experience in the financial services industry. Pankaj is currently authorised under Aware Financial Services Australia Limited. Pankaj 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 Business Admininstration from University of Technology Sydney. Pankaj 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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

1995
Bachelor of Commerce (Honours)
University of Delhi, India
2000
Master of Business Admininstration
University of Technology Sydney
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
TASACL Commercial Law
Kaplan Professional
2025
TFA Tax for Financial Advising
Kaplan Professional

Registration History

Aware Financial Services Australia Limited
Jun 2021 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aware Financial Services Australia Limited
Dec 2019 - Jan 2021 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aware Financial Services Australia Limited
Sep 2018 - Nov 2019 Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Jul 2014 - Aug 2018 Ceased
Commonwealth Financial Planning Limited
Aug 2011 - May 2014 Ceased
BW FINANCIAL ADVICE PTY LIMITED
Dec 2008 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register