Financial Adviser · FAIRY MEADOW, NSW

Ritesh Shankar

FAIRY MEADOW, NSW

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000280757

Currently at

Politis Investment Strategies

Wickham, NSW (firm address)

View firm profile

Ritesh Shankar is a financial adviser based in Fairy Meadow, New South Wales, with 20 years of experience in the financial services industry since 2006. Ritesh is currently authorised under Politis Investment Strategies. Ritesh holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ritesh's qualifications include a Bachelor of Commerce from University Of Wollongong.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Commerce

University Of Wollongong

2010

Margin Lending

Pinnacle

2011

Diploma of Financial Services (Finance/Mortgage Broking Management)

AAMC

2013

Self Managed Super Fund Course

Kaplan

Registration History

Politis Investment Strategies Pty Ltd

Apr 2023 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Synchron Advice Pty Ltd

Oct 2019 - Apr 2023 Ceased

Professional Investment Services Pty Ltd

Sep 2004 - Sep 2019 Ceased

Source: ASIC Financial Advisers Register