Yeral Rafinian
Financial Adviser in Surfers Paradise, Queensland, Australia
Review Yeral Rafinian
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001244590
- Location
- Surfers Paradise QLD 4217
- Licensee
- True Wealth Financial Group Pty Ltd (AFSL 546280)
- Authorised since
- 16 November 2023
- First provided advice
- 2016
- Qualifications
- Bachelor of Management, University of South Australia (2012); Diploma of Financial Planning, Investment Banking Institute (2013); Advanced Diploma of Financial Planning, Mentor Education (2016); Graduate Diploma of Financial Planning, Kaplan (2020)
- 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 Yeral Rafinian
Yeral Rafinian is a financial adviser in Surfers Paradise, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001244590.
Yeral provides advice as an authorised representative of True Wealth Financial Group Pty Ltd, which holds Australian financial services licence 546280. The current authorisation started on 16 November 2023.
According to the register, Yeral first provided financial advice in 2016. Qualifications and training on file include Bachelor of Management (University of South Australia, 2012), Diploma of Financial Planning (Investment Banking Institute, 2013) and Advanced Diploma of Financial Planning (Mentor Education, 2016).
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.
Reviews
Nobody has reviewed Yeral Rafinian here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Yeral Rafinian a registered financial adviser?
Yes. Yeral Rafinian is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001244590.
Which licensee does Yeral Rafinian work under?
True Wealth Financial Group Pty Ltd, Australian financial services licence 546280.
What can Yeral Rafinian 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.