Rakesh Kumar
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003832
- Location
- Melbourne VIC 3000
- Licensee
- Ahr Private Wealth Pty Ltd (AFSL 543254)
- Authorised since
- 30 May 2024
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Planning (DFP1-8), Financial Planning Association of Australia (FPA) (2007); Industry Standard Education, Kaplan Professional (2007); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); FPC001B Economic & Legal Context for Financial Planning, Kaplan Professional (2021); FPC007B Client Engagement Skills, Kaplan Professional (2021)
- Memberships
- Australian Financial Complaints Authority
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Rakesh Kumar
Rakesh Kumar is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003832.
Rakesh provides advice as an authorised representative of Ahr Private Wealth Pty Ltd, which holds Australian financial services licence 543254. That authorisation dates from 30 May 2024.
According to the register, Rakesh first provided financial advice in 2007. The qualifications listed for Rakesh include Diploma of Financial Planning (DFP1-8) (Financial Planning Association of Australia (FPA), 2007), Industry Standard Education (Kaplan Professional, 2007) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Professional memberships recorded: Australian Financial Complaints Authority.
Rakesh is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Rakesh Kumar a registered financial adviser?
Yes. Rakesh Kumar is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003832.
Which licensee does Rakesh Kumar work under?
Ahr Private Wealth Pty Ltd, Australian financial services licence 543254.
What can Rakesh Kumar give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.