Anjali Das
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267170
- Location
- Melbourne VIC 3000
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 17 March 2026
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2018); Graduate Diploma of Financial Planning, Deakin University (2024)
- 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
- 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 Anjali Das
On the Financial Advisers Register kept by ASIC, Anjali Das appears as a current financial adviser in Melbourne, Victoria, adviser number 001267170.
Anjali provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 17 March 2026.
According to the register, Anjali first provided financial advice in 2018. The qualifications listed for Anjali include Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2018) and Graduate Diploma of Financial Planning (Deakin University, 2024).
Anjali is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Anjali Das a registered financial adviser?
Yes. Anjali Das is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267170.
Which licensee does Anjali Das work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Anjali Das 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. 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."