Financial Adviser
· MOUNT HAWTHORN, WA
Rafiek Meyer
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000341378
Rafiek Meyer is a financial adviser based in Mount Hawthorn, Western Australia, with 20 years of experience in the financial services industry. Rafiek is currently authorised under Capstone Financial Planning Pty Ltd. Rafiek 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 Advanced Diploma of Financial Planning from Mentor Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2015
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Mentor Education
2022
Commercial Law (TASACL)
Kaplan Professional
2022
Tax for Financial Advising (DFP5)
Kaplan Professional
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
BOUTIQUE ADVISERS PRIVATE WEALTH PTY LTD
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