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