Jude Ramanathan
Financial Adviser in Bentleigh East, Victoria, Australia
Review Jude Ramanathan
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001005902
- Location
- Bentleigh East VIC 3165
- Licensee
- Accela Financial Services Pty Ltd (AFSL 549034)
- Authorised since
- 1 November 2023
- First provided advice
- 2012
- Qualifications
- Bachelor of Business (Accounting), Victoria University (2003); Advanced Diploma of Financial Planning, Kaplan Professional Education (2015); Self Managed Superannuation Funds, Mentor Education (2015); Derivatives Advice (Personal Advice), Mentor Education (2016); Margin Lending Adviser (Personal Advice), Mentor Education (2016); Ethics and Profesionalism in Financial Advice, Kaplan Professional Education (2024)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jude Ramanathan
Jude Ramanathan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bentleigh East, Victoria (adviser number 001005902).
Advice is given under the Australian financial services licence of Accela Financial Services Pty Ltd, licence number 549034. That authorisation dates from 1 November 2023.
According to the register, Jude first provided financial advice in 2012. Qualifications and training on file include Bachelor of Business (Accounting) (Victoria University, 2003), Advanced Diploma of Financial Planning (Kaplan Professional Education, 2015) and Self Managed Superannuation Funds (Mentor Education, 2015). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
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.
Reviews
Nobody has reviewed Jude Ramanathan here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jude Ramanathan a registered financial adviser?
Yes. Jude Ramanathan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005902.
Which licensee does Jude Ramanathan work under?
Accela Financial Services Pty Ltd, Australian financial services licence 549034.
What can Jude Ramanathan 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.