Dave Khanna Financial Planner Report

Name:
Dave Khanna

Rep Number:
000250566

Status:
Current

First Advice:
1985

Disciplinary action:
No action

Most Recent Role:
2012-08-10 onwards

Location:
Keiraville, , NSW, 0

ABN:
47 089 805 190

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
Retirement Savings Account Products
Superannuation

Qualifications
Association of Accounting Technicians Australia
Advanced Diploma of Accounting

Memberships
Fellow of Institute of Public Accountants (FIPA)