Financial Adviser · ADELAIDE, SA

Rashmi Shankar

24 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001003958

Rashmi Shankar is a financial adviser based in Adelaide, South Australia, with 24 years of experience in the financial services industry. Rashmi is currently authorised under Fiducian Financial Services Pty Ltd. Rashmi 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 Commerce from Bangalore University. Rashmi is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioner Board.

Authorised to Advise On

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

Restrictions: This adviser is not authorised to provide advice on self-managed super funds (SMSF), Margin Lending or Credit.

Authorised to provide tax financial advice services

Qualifications and Training

1989

Bachelor of Commerce

Bangalore University

2003

Diploma of Financial Services

Kaplan Professional

Registration History

Fiducian Financial Services Pty Ltd

Jul 2022 - Present Current

This adviser is not authorised to provide advice on self-managed super funds (SMSF), Margin Lending or Credit.

Aia Financial Services Pty Limited

Dec 2021 - Jul 2022 Ceased

Commonwealth Financial Planning Limited

Aug 2019 - Nov 2021 Ceased

Not authorised to provide personal advice on Securities, Standard Margin Lending

Commonwealth Financial Planning Limited

Oct 2003 - May 2019 Ceased

Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register