Financial Adviser
· MACKAY, QLD
Niyati Khanna
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250721
Niyati Khanna is a financial adviser based in Mackay, Queensland, with 10 years of experience in the financial services industry. Niyati is currently authorised under Alman Partners Pty. Ltd.. Niyati 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 Financial Planning Association of Australia. Niyati 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Chartered Accountancy
Institute of Chartered Accountants India
2008
Post Graduate Diploma in Business Management
Indian School of Business
2017
Advanced Diploma of Financial Planning
Kaplan
2018
Certified Financial Planner
Financial Planning Association of Australia
2022
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional