Financial Adviser
· JOONDALUP, WA
Sarit Shah
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000329645
Sarit Shah is a financial adviser based in Joondalup, Western Australia, with 20 years of experience in the financial services industry. Sarit is currently authorised under Enlightenfs Pty Ltd. Sarit 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 Master of Financial Planning from Kaplan Professional.
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
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2019
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Graduate Diploma in Financial Planning
Kaplan Professional
2020
Master of Financial Planning
Kaplan Professional
Registration History
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