Financial Adviser
· WAYVILLE, SA
Swaif Khan
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309315
Swaif Khan is a financial adviser based in Wayville, South Australia, with 27 years of experience in the financial services industry. Swaif is currently authorised under Omega Financial Strategists Pty Ltd. Swaif 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 Applied Finance from FINSIA. Swaif is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
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
1995
Associate Diploma of Business
2002
Diploma of Financial Planning
FPA
2006
Master of Applied Finance
FINSIA
2020
MAI769 Ethics for Financial Services
Ethics - Deakin University
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives
ST.GEORGE BANK LIMITED
Source: ASIC Financial Advisers Register