Financial Adviser · UPPER MOUNT GRAVATT, QLD

Amir Rodnia

3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001298905

Amir Rodnia is a financial adviser based in Upper Mount Gravatt, Queensland, with 3 years of experience in the financial services industry. Amir is currently authorised under Professional Investment Services Pty Ltd. Amir 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 Financial Planning from Kaplan Higher Education. Amir is a member of Financial Advice Association of Australia (FAAA) and SMSF Specialist Advisor (SSA) of SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2020
Diploma of Financial Planning
Monarch Institute
2022
Advanced Diploma of Financial Planning
Monarch Institute
2023
Master of Financial Planning
Kaplan Higher Education
2023
SMSF Specialist Advisor (SSA) Accreditation Program
SMSF Association

Registration History

Nov 2023 - Present Current
Jul 2023 - Oct 2023 Ceased
Sep 2022 - Jun 2023 Ceased

Source: ASIC Financial Advisers Register