Financial Adviser
· BENTLEIGH EAST, VIC
Jude Ramanathan
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005902
Jude Ramanathan is a financial adviser based in Bentleigh East, Victoria, with 14 years of experience in the financial services industry. Jude is currently authorised under Accela Financial Services Pty Ltd. Jude 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 Business (Accounting) from Victoria University. Jude is a member of CPA Australia (CPA) 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
2003
Bachelor of Business (Accounting)
Victoria University
2015
Advanced Diploma of Financial Planning
Kaplan Professional Education
2015
Self Managed Superannuation Funds
Mentor Education
2016
Derivatives Advice (Personal Advice)
Mentor Education
2016
Margin Lending Adviser (Personal Advice)
Mentor Education
2024
Ethics and Profesionalism in Financial Advice
Regulation & Legal Obligations - Kaplan Professional Education