Financial Adviser
· ESSENDON, VIC
Kanhai Desai
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005130
Kanhai Desai is a financial adviser based in Essendon, Victoria, with 17 years of experience in the financial services industry. Kanhai is currently authorised under Alliance Wealth Pty Ltd. Kanhai 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 Certified Financial Planner (CFP) Education Program from Financial Planning Association of Australia (FPA). Kanhai is a member of Certified Financial Planning (CFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2009
Advanced Diploma of Financial Services (Financial Planning)
RG146 Training Australia (Mentor Education)
2011
Bachelor of Business (Management)
RMIT University
2013
Self Managed Superannuation Funds Program
Kaplan Professional
2014
Advanced Self Managed Super Funds Program
Kaplan Professional
2016
Certified Financial Planner (CFP) Education Program
Financial Planning Association of Australia (FPA)
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education