Partha Saha
Financial Adviser in Bella Vista, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000470533
- Location
- Bella Vista NSW 2153
- Licensee
- Kinetic Financial Group Pty Ltd (AFSL 551565)
- Authorised since
- 1 November 2023
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Services (Financial Planning), TAFE NSW (2010); Advice in Derivatives and Securities Skill Set, AAMC Training Group (2011); Advanced Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2014); Super Concepts & ICFS Specialist SMSF Course, The University of Adelaide (2018); Bachelor of Applied Finance, Macquarie University (2019); Ethics and Professional Standards for Financial Advisers, TAFE (2022)
- Memberships
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Partha Saha
On the Financial Advisers Register kept by ASIC, Partha Saha appears as a current financial adviser in Bella Vista, New South Wales, adviser number 000470533.
Partha provides advice as an authorised representative of Kinetic Financial Group Pty Ltd, which holds Australian financial services licence 551565. That authorisation dates from 1 November 2023.
The register records 2014 as the year Partha first provided financial advice. The qualifications listed for Partha include Diploma of Financial Services (Financial Planning) (TAFE NSW, 2010), Advice in Derivatives and Securities Skill Set (AAMC Training Group, 2011) and Advanced Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2014). Partha is recorded as a member of Financial Advice Association of Australia (FAAA).
Partha 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 Partha Saha a registered financial adviser?
Yes. Partha Saha is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000470533.
Which licensee does Partha Saha work under?
Kinetic Financial Group Pty Ltd, Australian financial services licence 551565.
What can Partha Saha 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.