Raad Ahmad
Financial Adviser in Manuka, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000444434
- Location
- Manuka ACT 2603
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 29 August 2013
- First provided advice
- 2014
- Qualifications
- Bachelor of Business Administration, Newport University (2001); Master of Professional Accounting, University of Canberra (2008); Diploma of Financial Services (Financial Planning), International Institute of Technology Pty Ltd (IIT) (2013); Advanced Diploma of Financial Planning, International Institute of Technology Pty Ltd (IIT) (2014); Self Managed Superannuation Funds, International Institute of Technology Pty Ltd (IIT) (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- 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, derivatives
- 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 Raad Ahmad
Raad Ahmad is a financial adviser in Manuka, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 000444434.
The licensee Raad advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 29 August 2013.
According to the register, Raad first provided financial advice in 2014. Qualifications and training on file include Bachelor of Business Administration (Newport University, 2001), Master of Professional Accounting (University of Canberra, 2008) and Diploma of Financial Services (Financial Planning) (International Institute of Technology Pty Ltd (IIT), 2013).
Raad is authorised to advise 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 Raad Ahmad a registered financial adviser?
Yes. Raad Ahmad is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000444434.
Which licensee does Raad Ahmad work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Raad Ahmad 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; derivatives. 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."