Financial Adviser
· MELBOURNE, VIC
Reymon Makkar
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008466
Reymon Makkar is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry. Reymon is currently authorised under Perpetual Trustee Company Limited. Reymon holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Professional Pty Ltd. Reymon is a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australia (FINSIA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services
Mentor Education
2010
Advanced Diploma of Financial Services
International Institute of Technology
2017
Graduate Diploma of Financial Planning
Kaplan Professional
2019
Master of Financial Planning
Kaplan Professional Pty Ltd
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Also No Restrictions apply to the following: FIN-Miscellaneous Financial Investment Products - MDA Services
Source: ASIC Financial Advisers Register