Financial Adviser
· SYDNEY, NSW
Rafi Jinnat
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272139
Rafi Jinnat is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Rafi is currently authorised under Escala Wealth Management Pty Ltd. Rafi holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from Kaplan Higher Education Pty Ltd. Rafi is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Economics (Economic Analysis and Policy)
University of Western Sydney
2018
Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2021
Accredited Derivatives Adviser Level 1
Kaplan Higher Education Pty Ltd
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2024
Master of Applied Finance
Kaplan Higher Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register