Financial Adviser
· SYDNEY, NSW
Archana Bhatia
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004681
Archana Bhatia is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry. Archana is currently authorised under Alliance Wealth Pty Ltd. Archana 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 Bachelor of Science, Bachelor of Education & Master of Arts (Economics) from Kanpur University (India). Archana 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1988
Bachelor of Science, Bachelor of Education & Master of Arts (Economics)
Kanpur University (India)
2000
Diploma of Financial Planning (8 units)
FPA Australia
2005
Self Managed Superannuation Funds Course
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2020
Client Engagement Skills Course (FPC007B)
Behavioural Finance - Kaplan Higher Education
2020
Economic and Legal Context for Financial Planning Course (FPC001B)
Regulation & Legal Obligations - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register