Data sourced from ASIC Financial Advisers Register
Financial Adviser · MILTON, QLD

Tariq Khan

10 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001247578

Tariq Khan is a financial adviser based in Milton, Queensland, with 10 years of experience in the financial services industry. Tariq is currently authorised under Akumin Financial Planning Pty Limited. Tariq 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 Master of Commerce (Applied Finance) from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011
Bachelor of Commerce (Accounting)
Griffith University
2014
Master of Commerce (Applied Finance)
Griffith University
2016
Diploma of Financial Planning
Monarch Institute
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2023
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jul 2021 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Mar 2017 - Jun 2021 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Sep 2016 - Feb 2017 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list of Derivatives

Source: ASIC Financial Advisers Register