Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Anjali Das

8 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001267170

Anjali Das is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Anjali is currently authorised under Charter Financial Planning Limited. Anjali 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 Graduate Diploma of Financial Planning from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2018
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Graduate Diploma of Financial Planning
Deakin University

Registration History

Charter Financial Planning Limited
Mar 2026 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Aug 2018 - Nov 2025 Ceased
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