Financial Adviser
· PENRITH, NSW
Rajat Baria
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001318381
Rajat Baria is a financial adviser based in Penrith, New South Wales. Rajat is currently authorised under Apex Licensing Solutions Pty Ltd. Rajat 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 in financial planning from University of New South Wales.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Superannuation excludes advice in relation to SMSF.
Authorised to provide tax financial advice services
Qualifications and Training
2022
Graduate Diploma in financial planning
University of New South Wales
2025
Commercial Law
Kaplan Professional
Registration History
Superannuation excludes advice in relation to SMSF.
Source: ASIC Financial Advisers Register