Financial Adviser
· SYDNEY, NSW
Meher Chatterjee
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003416
Meher Chatterjee is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry. Meher is currently authorised under Financial Index Australia Pty Ltd. Meher 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 Arts from University of Calcutta, India.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Excluding LRBA's
Authorised to provide tax financial advice services
Qualifications and Training
1983
Bachelor of Arts
University of Calcutta, India
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Self Managed Superannuation Funds
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Excluding LRBA's
Excluding LRBA's
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only.
Source: ASIC Financial Advisers Register