Financial Adviser · DONVALE, VIC

Ravjot Walia

22 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000267669

Ravjot Walia is a financial adviser based in Donvale, Victoria, with 22 years of experience in the financial services industry. Ravjot is currently authorised under Bluewater Financial Advisors Pty Ltd. Ravjot 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 Diploma of Financial Planning from Deakin University. Ravjot is a member of 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

Authorised to provide tax financial advice services

Qualifications and Training

1999

Diploma of Financial Planning

Deakin University

2002

Superannuation & Retirement Planning

IntegraTec

2013

Certificate IV in Finance & Mortgage Broking

Kaplan

Registration History

Bluewater Financial Advisors Pty Ltd

Sep 2018 - Present Current

AFFINIA FINANCIAL ADVISERS PTY LTD

Mar 2018 - Sep 2018 Ceased

Not Authorised in SMSF

BRISTOL STREET FINANCIAL SERVICES PTY LTD

Jul 2010 - Mar 2018 Ceased

AAA FINANCIAL INTELLIGENCE LTD

Sep 2007 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register