Financial Adviser
· SYDNEY, NSW
Anjan Kumar Das
No disciplinary history on record with ASIC
43
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000313698
Anjan Kumar Das is a financial adviser based in Sydney, New South Wales, with 43 years of experience in the financial services industry. Anjan is currently authorised under Cu Financial Planning Pty Ltd. Anjan 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 Certified Financial Planner from FAAA(FPA). Anjan is a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Graduate Diploma of Financial Planning
Securities Institute of Australia/FINSIA
2004
Certified Financial Planner
FAAA(FPA)
2011
Margin Lending & Geared Investments
KAPLAN
2011
Self Managed Superannuation Funds
KAPLAN
2014
Certificate IV in Finance & Mortgage Broking
Kaplan
Registration History
ANJAN DAS
SOLAR FINANCIAL ADVISORY PTY LTD
AFFINIA FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register