NARAYAN RAJ
Financial Adviser · Penrith, NSW
📚 Qualifications & Training
2006 - Diploma of Financial Planning - - PS146 Training
2012 - Advance Diploma of Financial Planning - - Investment Banking Institute
2017 - Master of Business Administration (MBA) - Masters Degree (AQF 9) - Australian Institute of Business
2020 - FASEA Adviser Exam - Other - FASEA
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
SMSF Association
Tax Practitioners Board (TPB)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.