SWAIF KHAN

Financial Adviser ยท Wayville, SA

Registered

Registration Number

000309315

Registration Status

Registered

Location

Wayville, SA 5034

Providing Advice Since

1999

Registration Date

04/08/2014

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1995 - Associate Diploma of Business - - Other
2002 - Diploma of Financial Planning - Diploma (AQF 5) - FPA
2006 - Master of Applied Finance - Masters Degree (AQF 9) - FINSIA
2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University

๐Ÿข Professional Memberships

CFP - Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.