Rajesh Khatri
Financial Adviser in Bella Vista, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000237551
- Location
- Bella Vista NSW 2153
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 25 June 2012
- First provided advice
- 1998
- Qualifications
- Bachelor of Economics, University of Newcastle (1995); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); Certificate IV Financial Services (Finance/Mortgage Broking), Plan Connect (2007); Margin Lending, Quantum Financial Training (2011); Diploma of Finance and Mortgage Broking Management, AAMC Training Group (2013)
- 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, 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 Rajesh Khatri
Rajesh Khatri is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bella Vista, New South Wales (adviser number 000237551).
The licensee Rajesh advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 25 June 2012.
The register records 1998 as the year Rajesh first provided financial advice. Qualifications and training on file include Bachelor of Economics (University of Newcastle, 1995), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000) and Certificate IV Financial Services (Finance/Mortgage Broking) (Plan Connect, 2007).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 Rajesh Khatri a registered financial adviser?
Yes. Rajesh Khatri is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237551.
Which licensee does Rajesh Khatri work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Rajesh Khatri 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; 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."