Swaif Khan
Financial Adviser in Wayville, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000309315
- Location
- Wayville SA 5034
- Licensee
- Omega Financial Strategists Pty Ltd (AFSL 532064)
- Authorised since
- 18 February 2022
- First provided advice
- 1999
- Qualifications
- Associate Diploma of Business, Other (1995); Diploma of Financial Planning, FPA (2002); Master of Applied Finance, FINSIA (2006); MAI769 Ethics for Financial Services, Deakin University (2020)
- Memberships
- CFP - Certified Financial Planner (FPA); 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 Swaif Khan
Swaif Khan is a financial adviser in Wayville, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000309315.
Advice is given under the Australian financial services licence of Omega Financial Strategists Pty Ltd, licence number 532064. That authorisation dates from 18 February 2022.
According to the register, Swaif first provided financial advice in 1999. Qualifications and training on file include Associate Diploma of Business (Other, 1995), Diploma of Financial Planning (FPA, 2002) and Master of Applied Finance (FINSIA, 2006). Professional memberships recorded: CFP – Certified Financial Planner (FPA) and 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 Swaif Khan a registered financial adviser?
Yes. Swaif Khan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309315.
Which licensee does Swaif Khan work under?
Omega Financial Strategists Pty Ltd, Australian financial services licence 532064.
What can Swaif Khan 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.