Ravinder Taneja
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001245200
- Location
- Melbourne VIC 3004
- Licensee
- Aia Financial Services Pty Limited (AFSL 231109)
- Authorised since
- 1 December 2021
- First provided advice
- 2016
- Qualifications
- Postgraduate Diploma in Business Administration (MBA, Jaipuria Institute of Management (2005); Advanced Diploma of Financial Planning, Monarch Institute (2017); Client Engagement Skills, Kaplan Professional (2021); Economic & Legal Context for Financial Planning, Kaplan Professional (2022); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022); Superannuation and Retirement Advice, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Restriction
- Not authorised to provide advice in SMSFs.
- Tax (financial) advice
- Yes
- Register status
- Current
About Ravinder Taneja
Ravinder Taneja is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001245200).
Ravinder provides advice as an authorised representative of Aia Financial Services Pty Limited, which holds Australian financial services licence 231109. The current authorisation started on 1 December 2021.
According to the register, Ravinder first provided financial advice in 2016. Qualifications and training on file include Postgraduate Diploma in Business Administration (MBA (Jaipuria Institute of Management, 2005), Advanced Diploma of Financial Planning (Monarch Institute, 2017) and Client Engagement Skills (Kaplan Professional, 2021). Ravinder is recorded as a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Ravinder is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice in SMSFs.”
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Questions people ask
Is Ravinder Taneja a registered financial adviser?
Yes. Ravinder Taneja is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001245200.
Which licensee does Ravinder Taneja work under?
Aia Financial Services Pty Limited, Australian financial services licence 231109.
What can Ravinder Taneja give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; retirement savings accounts. It also records this restriction: "Not authorised to provide advice in SMSFs."