Anjan Kumar Das
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000313698
- Location
- Sydney NSW 2000
- Licensee
- Cu Financial Planning Pty Ltd (AFSL 547554)
- Authorised since
- 3 July 2023
- First provided advice
- 1983
- Qualifications
- Graduate Diploma of Financial Planning, Securities Institute of Australia/FINSIA (2001); Certified Financial Planner, FAAA(FPA) (2004); Margin Lending & Geared Investments, KAPLAN (2011); Self Managed Superannuation Funds, KAPLAN (2011); Certificate IV in Finance & Mortgage Broking, Kaplan (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Anjan Kumar Das
Anjan Kumar Das is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000313698.
Advice is given under the Australian financial services licence of Cu Financial Planning Pty Ltd, licence number 547554. That authorisation dates from 3 July 2023.
According to the register, Anjan first provided financial advice in 1983. Qualifications and training on file include Graduate Diploma of Financial Planning (Securities Institute of Australia/FINSIA, 2001), Certified Financial Planner (FAAA(FPA), 2004) and Margin Lending & Geared Investments (KAPLAN, 2011). Anjan is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).
Anjan 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.
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Questions people ask
Is Anjan Kumar Das a registered financial adviser?
Yes. Anjan Kumar Das is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000313698.
Which licensee does Anjan Kumar Das work under?
Cu Financial Planning Pty Ltd, Australian financial services licence 547554.
What can Anjan Kumar 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.