Financial Adviser · MANUKA, ACT

Raad Ahmad

MANUKA, ACT

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000444434

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

Raad Ahmad is a financial adviser based in Manuka, Australian Capital Territory, with 12 years of experience in the financial services industry since 2014. Raad is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Raad holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Raad's qualifications include a Master of Professional Accounting from University of Canberra.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Business Administration

Newport University

2008

Master of Professional Accounting

University of Canberra

2013

Diploma of Financial Services (Financial Planning)

International Institute of Technology Pty Ltd (IIT)

2014

Advanced Diploma of Financial Planning

International Institute of Technology Pty Ltd (IIT)

2015

Self Managed Superannuation Funds

International Institute of Technology Pty Ltd (IIT)

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Aug 2013 - Present Current

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