Financial Adviser
· PARRAMATTA, NSW
Rajeswari Balaji
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002945
Rajeswari Balaji is a financial adviser based in Parramatta, New South Wales, with 21 years of experience in the financial services industry. Rajeswari is currently authorised under Mufg Retire360 Pty Limited. Rajeswari holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a FNS60415 Advanced Diploma of Financial Planning from Mentor Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2012
(FNS50804) Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2021
FNS60415 Advanced Diploma of Financial Planning
Mentor Education
2024
Tax for Financial Advising
KAPLAN PROFESSIONAL
2025
Commercial Law
KAPLAN PROFESSIONAL
Registration History
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register