Rajesh Khatri – Financial Adviser
Adviser identifying number: 237551
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998
Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
The date the Financial Adviser commenced the appointment: 25/06/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CHARTER FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 234665
Authorised Representative’s ABN: 35002976294
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Economics – University of Newcastle
- Certificate IV Financial Services (Finance/Mortgage Broking) – Plan Connect
- Diploma of Finance and Mortgage Broking Management (Qualification) – AAMC Training Group
- Diploma of Financial Planning – Financial Planning Assocation of Australia (FPA)
- Diploma of Financial Services (Finance/Mortgage Broking Management) – AAMC Training Group
Relevant memberships of professional bodies or industry associations:
- CFP – Certified Financial Planner (FPA)
- FBAA – Finance Brokers Association of Australia
- SMSF Association
Rajesh Khatri is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility