RAFI JINNAT

Financial Adviser · Sydney, NSW

Registered

Registration Number

001272139

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2018

Registration Date

01/04/2019

Financial Services Licensee

ESCALA WEALTH MANAGEMENT PTY LTD

Licence #000456207

📚 Qualifications & Training

2014 - Bachelor of Economics (Economic Analysis and Policy) - Bachelor Degree (AQF 7) - University of Western Sydney
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Ltd
2021 - Accredited Derivatives Adviser Level 1 - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
2024 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.