Financial Adviser · BELLA VISTA, NSW

Dhiraj Karmacharya

BELLA VISTA, NSW
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001267893
Currently at
Bella Vista, NSW (firm address)

Dhiraj Karmacharya is a financial adviser based in Bella Vista, New South Wales, with 8 years of experience in the financial services industry since 2018. Dhiraj is currently authorised under Advisory Circle. Dhiraj holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dhiraj's qualifications include a Master of Business Administration from Concordia University (USA). Dhiraj is a member of 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

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Arts
Gustavus Adolphus College (USA)
2013
Diploma of Financial Planning
Monarch
2013
Master of Business Administration
Concordia University (USA)
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Economic and Legal Context of Financial Planning
Kaplan Professional
2023
Gearing & Margin Lending
Kaplan Professional
2023
SMSF Regulations and Taxation
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Sep 2023 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
Mar 2023 - Sep 2023 Ceased
Aug 2019 - Mar 2023 Ceased
AFFINIA FINANCIAL ADVISERS PTY LTD
Sep 2018 - Jun 2019 Ceased
Not authorised in SMSF

Source: ASIC Financial Advisers Register