Data sourced from ASIC Financial Advisers Register
Financial Adviser · MOONEE PONDS, VIC

Andrew John Rataj

20 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000304436

Andrew John Rataj is a financial adviser based in Moonee Ponds, Victoria, with 20 years of experience in the financial services industry. Andrew is currently authorised under Akumin Financial Planning Pty Limited. Andrew 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 Services (Financial Planning) from AMP Limited.

Authorised to Advise On

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

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

2006
Diploma of Financial Services (Financial Planning)
AMP Limited
2026
FPC008 Investment Advice
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Aug 2006 - Present Current
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