Financial Adviser
· SURFERS PARADISE, QLD
Yeral Rafinian
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001244590
Yeral Rafinian is a financial adviser based in Surfers Paradise, Queensland, with 10 years of experience in the financial services industry. Yeral is currently authorised under True Wealth Financial Group Pty Ltd. Yeral 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 Management from University of South Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Management
University of South Australia
2013
Diploma of Financial Planning
Investment Banking Institute
2016
Advanced Diploma of Financial Planning
Mentor Education
2020
Graduate Diploma of Financial Planning
Kaplan
Registration History
Government debentures stocks or bonds - Class of product only. Securities Restriction - Class of product advice only. SMSF Restriction.
Source: ASIC Financial Advisers Register