Financial Adviser
· MELBOURNE, VIC
Yanish Geerdharry
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002360
Yanish Geerdharry is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry. Yanish is currently authorised under Bongiorno Wealth Management Pty Ltd. Yanish 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 CFP Certification Program from Financial Advice Association of Australia Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce (Accounting and Finance)
Curtin University of Technology
2009
Postgraduate Diploma in Commerce (Taxation)
Curtin University of Technology
2013
Advanced Diploma of Financial Planning
Kaplan Professional Education
2016
CFP Certification Program
Financial Advice Association of Australia Limited
2016
Master of Business Administration
Deakin University
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Miscellaneous financial investment products restricted to instalment warrants issued in respect of interests in direct real property.
Source: ASIC Financial Advisers Register