Rajesh Malik
Financial Adviser in Bella Vista, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000317303
- Location
- Bella Vista NSW 2153
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 23 May 2013
- First provided advice
- 2007
- Qualifications
- Graduate Diploma (unrelated), Central Queensland University (2001); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2007); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2007); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2011); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2012); Diploma of Finance and Mortgage Broking Management, Kaplan Higher Education Pty Limited (2019); FPC001B Economic & Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2021)
- 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 Malik
Rajesh Malik is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bella Vista, New South Wales (adviser number 000317303).
Rajesh provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 23 May 2013.
The register records 2007 as the year Rajesh first provided financial advice. The qualifications listed for Rajesh include Graduate Diploma (unrelated) (Central Queensland University, 2001), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2007) and Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 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.
A further restriction is recorded on the register: “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 Malik a registered financial adviser?
Yes. Rajesh Malik is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000317303.
Which licensee does Rajesh Malik work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Rajesh Malik 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."