Financial Adviser
· NORTH ADELAIDE, SA
Milad Rezaei
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000467766
Milad Rezaei is a financial adviser based in North Adelaide, South Australia, with 12 years of experience in the financial services industry. Milad is currently authorised under Lifespan Financial Planning Pty Ltd. Milad 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 Applied Finance 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Applied Finance
University of South Australia
2017
Self Managed Super Funds
Kaplan
2017
Tier 1 Margin Lending
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register