Financial Adviser · BURWOOD, NSW

Raghavendra Vattam

BURWOOD, NSW
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000291575
Currently at
Sydney, NSW (firm address)

Raghavendra Vattam is a financial adviser based in Burwood, New South Wales, with 21 years of experience in the financial services industry since 2005. Raghavendra is currently authorised under Synchron Advice. Raghavendra holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Raghavendra's qualifications include a Master of Financial Planning from Griffith University. Raghavendra is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Commerce (Accounting)
Bangalore university
2005
Master of Financial Planning
Griffith University
2011
Professional Diploma in Stockbroking
DeakinPrime

Registration History

Nov 2015 - Present Current
Sep 2009 - Nov 2015 Ceased
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register