Rajesh Khatri Financial Planner Report

Name:
Rajesh Khatri

Rep Number:
000237551

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2012-06-25 onwards

Location:
Fairfield, Sydney, NSW, 2165

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Newcastle
Bachelor of Economics
Plan Connect
Certificate IV Financial Services (Finance/Mortgage Broking)
AAMC Training Group
Diploma of Finance and Mortgage Broking Management (Qualification)
Financial Planning Assocation of Australia (FPA)
Diploma of Financial Planning
AAMC Training Group
Diploma of Financial Services (Finance/Mortgage Broking Management)

Memberships
CFP - Certified Financial Planner (FPA)
FBAA - Finance Brokers Association of Australia