Andrew John Rataj
Financial Adviser in Moonee Ponds, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000304436
- Location
- Moonee Ponds VIC 3039
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 16 August 2006
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Limited (2006); FPC008 Investment Advice, Kaplan Higher Education Pty Limited (2026)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew John Rataj
On the Financial Advisers Register kept by ASIC, Andrew John Rataj appears as a current financial adviser in Moonee Ponds, Victoria, adviser number 000304436.
The licensee Andrew advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 16 August 2006.
According to the register, Andrew first provided financial advice in 2006. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (AMP Limited, 2006) and FPC008 Investment Advice (Kaplan Higher Education Pty Limited, 2026).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Andrew John Rataj a registered financial adviser?
Yes. Andrew John Rataj is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000304436.
Which licensee does Andrew John Rataj work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Andrew John Rataj give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."