Financial Adviser
· SYDNEY, NSW
Renata Das
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005504
Renata Das is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Renata is currently authorised under Jbwere Ltd. Renata holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Masters Degree from - Macquarie University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
2013
Masters Degree
- Macquarie University
2015
Professional Diploma in Stockbroking
Stockbrokers Association of Australia
2020
Ethics for Financial Services (Intensive)
Ethics - Deakin Business School
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register