Financial Adviser
· MELBOURNE, VIC
Rakesh Kumar
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003832
Rakesh Kumar is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry. Rakesh is currently authorised under Ahr Private Wealth Pty Ltd. Rakesh 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 (DFP1-8) from Financial Planning Association of Australia (FPA). Rakesh is a member of Australian Financial Complaints Authority.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Planning (DFP1-8)
Financial Planning Association of Australia (FPA)
2007
Industry Standard Education
Other - Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2021
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
Registration History
The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
Excludes SMSF.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register