Ravjot Walia
Financial Adviser in Donvale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267669
- Location
- Donvale VIC 3111
- Licensee
- Bluewater Financial Advisors Pty Ltd (AFSL 411846)
- Authorised since
- 15 September 2018
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, Deakin University (1999); Superannuation & Retirement Planning, IntegraTec (2002); Certificate IV in Finance & Mortgage Broking, Kaplan (2013)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Ravjot Walia
Ravjot Walia is a financial adviser in Donvale, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000267669.
Ravjot provides advice as an authorised representative of Bluewater Financial Advisors Pty Ltd, which holds Australian financial services licence 411846. That authorisation dates from 15 September 2018.
The register records 2004 as the year Ravjot first provided financial advice. The qualifications listed for Ravjot include Diploma of Financial Planning (Deakin University, 1999), Superannuation & Retirement Planning (IntegraTec, 2002) and Certificate IV in Finance & Mortgage Broking (Kaplan, 2013). Ravjot 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ravjot Walia a registered financial adviser?
Yes. Ravjot Walia is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267669.
Which licensee does Ravjot Walia work under?
Bluewater Financial Advisors Pty Ltd, Australian financial services licence 411846.
What can Ravjot Walia 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.