Financial Adviser
· COOGEE, WA
Ajey Malik
No disciplinary history on record with ASIC
COOGEE,
WA
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000088
About Ajey Malik
Ajey Malik is a financial adviser based in Coogee, Western Australia, with 13 years of experience in the financial services industry since 2013. Ajey is currently authorised under Simplify Licensing, operating through Simplify Financial Planning. Ajey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ajey's qualifications include a Master of Commerce (Finance) from Curtin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce (Economics and Finance)
Curtin University
2007
Master of Commerce (Finance)
Curtin University
2012
Diploma of Financial Services (Financial Planning)
Kaplan
2016
Advanced Diploma of Financial Planning
Kaplan
2018
Self Managed Superannuation Funds
Kaplan
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan