Financial Adviser
· WEST PERTH, WA
Rakesh Shah
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000280128
Rakesh Shah is a financial adviser based in West Perth, Western Australia, with 22 years of experience in the financial services industry since 2004. Rakesh is currently authorised under Capital Partners Consulting. Rakesh holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rakesh's qualifications include a Certified Financial Planner from Financial Planning Association. Rakesh 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce (Economics & Financial Planning
Curtin University
2006
Certified Financial Planner
Financial Planning Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan