Rakesh Shah
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000280128
- Location
- West Perth WA 6005
- Licensee
- Capital Partners Consulting Pty Ltd (AFSL 227148)
- Authorised since
- 4 December 2006
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce (Economics & Financial Planning, Curtin University (2001); Certified Financial Planner, Financial Planning Association (2006); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Rakesh Shah
Rakesh Shah is listed on ASIC’s Financial Advisers Register as a current financial adviser based in West Perth, Western Australia (adviser number 000280128).
The licensee Rakesh advises under is Capital Partners Consulting Pty Ltd (AFS licence 227148). That authorisation dates from 4 December 2006.
According to the register, Rakesh first provided financial advice in 2004. The qualifications listed for Rakesh include Bachelor of Commerce (Economics & Financial Planning (Curtin University, 2001), Certified Financial Planner (Financial Planning Association, 2006) and Ethics and Professionalism in Financial Advice (Kaplan, 2020). Rakesh is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
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Questions people ask
Is Rakesh Shah a registered financial adviser?
Yes. Rakesh Shah is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000280128.
Which licensee does Rakesh Shah work under?
Capital Partners Consulting Pty Ltd, Australian financial services licence 227148.
What can Rakesh Shah 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.