Shahin Saracoglu
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249869
- Location
- Sydney NSW 2000
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 January 2004
- First provided advice
- 1997
- Qualifications
- Bachelor of Business, University of Technology Sydney (UTS) (1996); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); Diploma of Financial Services (Finance/Mortgage Broking Management), AAMC Training Group (2012); Margin Lending, Kaplan Higher Education Pty Limited (2015)
- 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 Shahin Saracoglu
Shahin Saracoglu is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000249869.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 1 January 2004.
According to the register, Shahin first provided financial advice in 1997. The qualifications listed for Shahin include Bachelor of Business (University of Technology Sydney (UTS), 1996), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002) and Diploma of Financial Services (Finance/Mortgage Broking Management) (AAMC Training Group, 2012).
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.
The register adds a condition to this authorisation: “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 Shahin Saracoglu a registered financial adviser?
Yes. Shahin Saracoglu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249869.
Which licensee does Shahin Saracoglu work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Shahin Saracoglu 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."